ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,657,610 | -8.7% | 22,528 | +1.4% | 1.17% | -5.3% |
| Q2 2023 | $1,815,832 | +124957.3% | 22,212 | +32.4% | 1.23% | -1.6% |
| Q4 2022 | $1,452 | -99.9% | 16,780 | +4.0% | 1.25% | -2.6% |
| Q3 2022 | $1,309,000 | -9.6% | 16,135 | -4.6% | 1.29% | +0.9% |
| Q2 2022 | $1,448,000 | -7.4% | 16,915 | -1.6% | 1.28% | +8.8% |
| Q1 2022 | $1,564,000 | +11.2% | 17,184 | +8.1% | 1.17% | +14.2% |
| Q4 2021 | $1,406,000 | +9.6% | 15,902 | -2.1% | 1.03% | +0.4% |
| Q3 2021 | $1,283,000 | +6.3% | 16,249 | +5.7% | 1.02% | +12.2% |
| Q2 2021 | $1,207,000 | +2.3% | 15,378 | +3.7% | 0.91% | -5.1% |
| Q1 2021 | $1,180,000 | +19.4% | 14,833 | +14.9% | 0.96% | +11.6% |
| Q4 2020 | $988,000 | +6.6% | 12,914 | +103.4% | 0.86% | -6.0% |
| Q3 2020 | $927,000 | +4.5% | 6,348 | +0.3% | 0.92% | -0.9% |
| Q2 2020 | $887,000 | +1.1% | 6,330 | -0.3% | 0.92% | -19.7% |
| Q1 2020 | $877,000 | -5.4% | 6,348 | +11.0% | 1.15% | +25.9% |
| Q4 2019 | $927,000 | – | 5,718 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |