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 | $6,946 | -10.0% | 94 | 0.0% | 0.00% | -20.0% |
Q2 2023 | $7,717 | -1.8% | 94 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $7,862 | -2.6% | 94 | +1.1% | 0.01% | -16.7% |
Q4 2022 | $8,076 | +15.4% | 93 | +1.1% | 0.01% | +20.0% |
Q3 2022 | $7,000 | -12.5% | 92 | 0.0% | 0.01% | -16.7% |
Q2 2022 | $8,000 | 0.0% | 92 | 0.0% | 0.01% | +20.0% |
Q1 2022 | $8,000 | 0.0% | 92 | +1.1% | 0.01% | +25.0% |
Q4 2021 | $8,000 | +14.3% | 91 | +1.1% | 0.00% | 0.0% |
Q3 2021 | $7,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $7,000 | 0.0% | 90 | +1.1% | 0.00% | -20.0% |
Q1 2021 | $7,000 | 0.0% | 89 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $7,000 | +16.7% | 89 | +102.3% | 0.01% | 0.0% |
Q3 2020 | $6,000 | – | 44 | – | 0.01% | – |
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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% |