ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,526 | -9.3% | 3,133 | +0.8% | 0.10% | -7.1% |
| Q2 2023 | $254,079 | -16.4% | 3,108 | -14.4% | 0.11% | -19.4% |
| Q1 2023 | $304,035 | +0.2% | 3,632 | +3.6% | 0.14% | -10.3% |
| Q4 2022 | $303,496 | +10.8% | 3,507 | +3.7% | 0.16% | -1.3% |
| Q3 2022 | $274,000 | -13.8% | 3,382 | -8.9% | 0.16% | -11.8% |
| Q2 2022 | $318,000 | -14.1% | 3,714 | -8.6% | 0.18% | -0.6% |
| Q1 2022 | $370,000 | +3.1% | 4,064 | 0.0% | 0.18% | +3.5% |
| Q4 2021 | $359,000 | +11.8% | 4,064 | 0.0% | 0.17% | -0.6% |
| Q3 2021 | $321,000 | -3.0% | 4,064 | -3.7% | 0.17% | -6.5% |
| Q2 2021 | $331,000 | -9.1% | 4,220 | -7.7% | 0.19% | -17.0% |
| Q1 2021 | $364,000 | -15.0% | 4,572 | -17.1% | 0.22% | -16.1% |
| Q4 2020 | $428,000 | -9.5% | 5,518 | +70.3% | 0.27% | -1.8% |
| Q3 2020 | $473,000 | +0.2% | 3,241 | -3.7% | 0.27% | -1.1% |
| Q2 2020 | $472,000 | -6.9% | 3,364 | -8.4% | 0.28% | -16.9% |
| Q1 2020 | $507,000 | -27.3% | 3,672 | -14.2% | 0.33% | -11.3% |
| Q4 2019 | $697,000 | -10.6% | 4,280 | -17.1% | 0.37% | -9.7% |
| Q3 2019 | $780,000 | -35.0% | 5,163 | -35.1% | 0.41% | -36.9% |
| Q2 2019 | $1,200,000 | +0.6% | 7,956 | +0.6% | 0.65% | +94.1% |
| Q1 2019 | $1,193,000 | – | 7,912 | – | 0.34% | – |
Download | ||||||
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% |