ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |