ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,000 | -5.9% | 206 | +0.5% | 0.00% | -20.0% |
| Q2 2022 | $17,000 | -26.1% | 205 | -19.6% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -37.8% | 255 | -40.3% | 0.01% | -37.5% |
| Q4 2021 | $37,000 | -61.1% | 427 | -64.7% | 0.01% | -66.7% |
| Q3 2021 | $95,000 | +10.5% | 1,211 | +9.3% | 0.02% | +9.1% |
| Q2 2021 | $86,000 | +2.4% | 1,108 | +5.4% | 0.02% | -4.3% |
| Q1 2021 | $84,000 | +40.0% | 1,051 | +35.1% | 0.02% | +27.8% |
| Q4 2020 | $60,000 | +15.4% | 778 | +117.9% | 0.02% | 0.0% |
| Q3 2020 | $52,000 | +10.6% | 357 | +6.9% | 0.02% | 0.0% |
| Q2 2020 | $47,000 | – | 334 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |