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 2023 | $489,675 | -10.0% | 6,655 | 0.0% | 0.38% | -3.3% |
| Q2 2023 | $544,046 | -3.2% | 6,655 | -0.8% | 0.39% | -6.9% |
| Q1 2023 | $561,778 | -3.3% | 6,711 | 0.0% | 0.42% | -11.4% |
| Q4 2022 | $580,770 | +6.8% | 6,711 | 0.0% | 0.48% | -2.3% |
| Q3 2022 | $544,000 | -5.2% | 6,711 | +0.1% | 0.49% | +2.1% |
| Q2 2022 | $574,000 | -8.0% | 6,701 | -2.3% | 0.48% | +8.9% |
| Q1 2022 | $624,000 | +2.8% | 6,861 | 0.0% | 0.44% | +8.4% |
| Q4 2021 | $607,000 | +12.0% | 6,861 | 0.0% | 0.40% | +2.3% |
| Q3 2021 | $542,000 | +0.6% | 6,861 | 0.0% | 0.39% | +1.5% |
| Q2 2021 | $539,000 | -1.3% | 6,861 | 0.0% | 0.39% | -8.5% |
| Q1 2021 | $546,000 | +2.6% | 6,861 | 0.0% | 0.42% | -0.9% |
| Q4 2020 | $532,000 | +6.4% | 6,861 | +100.4% | 0.43% | -5.7% |
| Q3 2020 | $500,000 | +6.6% | 3,424 | +2.4% | 0.45% | -2.2% |
| Q2 2020 | $469,000 | +2.0% | 3,343 | +0.5% | 0.46% | -17.4% |
| Q1 2020 | $460,000 | -16.7% | 3,328 | -2.3% | 0.56% | +11.1% |
| Q4 2019 | $552,000 | +0.4% | 3,408 | +0.9% | 0.51% | -7.0% |
| Q3 2019 | $550,000 | +13.2% | 3,378 | +4.8% | 0.54% | +11.5% |
| Q2 2019 | $486,000 | +9.7% | 3,223 | +7.1% | 0.49% | +5.6% |
| Q1 2019 | $443,000 | +25.9% | 3,008 | +14.6% | 0.46% | +6.5% |
| Q4 2018 | $352,000 | – | 2,625 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |