ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. 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 | 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% |