ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $157,449 | -23.9% | 1,860 | -23.1% | 0.01% | -30.0% |
| Q2 2022 | $207,000 | -5.9% | 2,420 | 0.0% | 0.02% | +5.3% |
| Q1 2022 | $220,000 | +2.8% | 2,420 | 0.0% | 0.02% | +5.6% |
| Q4 2021 | $214,000 | -99.9% | 2,420 | +13.3% | 0.02% | -52.6% |
| Q2 2020 | $299,327,000 | +101711.9% | 2,135 | 0.0% | 0.04% | -15.6% |
| Q1 2020 | $294,000 | -14.8% | 2,135 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $345,000 | +11.7% | 2,135 | +11.5% | 0.04% | +4.7% |
| Q3 2019 | $309,000 | +7.3% | 1,915 | 0.0% | 0.04% | +7.5% |
| Q2 2019 | $288,000 | +2.1% | 1,915 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $282,000 | – | 1,915 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |