ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,292 | -12.2% | 5,168 | -2.5% | 0.04% | -28.0% |
| Q2 2023 | $433,188 | -2.1% | 5,299 | +0.2% | 0.05% | -5.7% |
| Q1 2023 | $442,532 | +3.5% | 5,286 | +7.0% | 0.05% | -7.0% |
| Q4 2022 | $427,543 | +2.5% | 4,940 | -3.9% | 0.06% | -9.5% |
| Q3 2022 | $417,000 | -13.7% | 5,138 | -9.0% | 0.06% | -12.5% |
| Q2 2022 | $483,000 | +71.3% | 5,646 | +82.1% | 0.07% | +94.6% |
| Q1 2022 | $282,000 | +231.8% | 3,100 | +187.8% | 0.04% | +208.3% |
| Q3 2021 | $85,000 | +19.7% | 1,077 | +18.2% | 0.01% | +33.3% |
| Q2 2021 | $71,000 | +36.5% | 911 | +37.8% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | +62.5% | 661 | +58.1% | 0.01% | +28.6% |
| Q4 2020 | $32,000 | -99.9% | 418 | +94.4% | 0.01% | -58.8% |
| Q3 2020 | $33,731,000 | -3.8% | 215 | -11.2% | 0.02% | -10.5% |
| Q2 2020 | $35,064,000 | +4129.7% | 242 | +3933.3% | 0.02% | +1800.0% |
| Q1 2020 | $829,000 | – | 6 | – | 0.00% | – |
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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% |