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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $43,000 | -6.5% | 500 | 0.0% | 0.03% | +23.8% |
| Q1 2022 | $46,000 | +475.0% | 500 | +400.0% | 0.02% | +600.0% |
| Q4 2020 | $8,000 | +14.3% | 100 | +100.0% | 0.00% | -25.0% |
| Q3 2020 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -66.7% | 50 | -66.7% | 0.00% | -84.6% |
| Q1 2020 | $21,000 | -12.5% | 150 | 0.0% | 0.03% | +100.0% |
| Q4 2019 | $24,000 | 0.0% | 150 | 0.0% | 0.01% | -18.8% |
| Q3 2019 | $24,000 | +4.3% | 150 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $23,000 | +4.5% | 150 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $22,000 | +10.0% | 150 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $20,000 | 0.0% | 150 | 0.0% | 0.02% | +23.1% |
| Q3 2018 | $20,000 | 0.0% | 150 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $20,000 | +5.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | – | 150 | – | 0.01% | – |
Download | ||||||
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% |