ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 217 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $8,161 | +6.3% | 97 | +1.0% | 0.00% | 0.0% |
| Q4 2023 | $7,676 | +10.5% | 96 | +2.1% | 0.00% | 0.0% |
| 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 | 624,565 | $51,058,163 | 1.90% |
| BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
| First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
| San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
| LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
| Essex LLC | 58,552 | $4,786,626 | 0.67% |
| TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
| COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
| Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |