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 | $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% | – |
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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% |