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 | $70,467 | -54.2% | 945 | -49.8% | 0.02% | -41.9% |
| Q2 2023 | $153,917 | -2.1% | 1,883 | +0.3% | 0.03% | -6.1% |
| Q1 2023 | $157,207 | -3.0% | 1,878 | +0.3% | 0.03% | -10.8% |
| Q4 2022 | $162,001 | +7.3% | 1,872 | +0.3% | 0.04% | -2.6% |
| Q3 2022 | $151,000 | -5.0% | 1,866 | +0.6% | 0.04% | -2.6% |
| Q2 2022 | $159,000 | -5.4% | 1,854 | +0.5% | 0.04% | +5.4% |
| Q1 2022 | $168,000 | +3.7% | 1,845 | +0.6% | 0.04% | +5.7% |
| Q4 2021 | $162,000 | +12.5% | 1,834 | +0.5% | 0.04% | +2.9% |
| Q3 2021 | $144,000 | +1.4% | 1,824 | +0.7% | 0.03% | +9.7% |
| Q2 2021 | $142,000 | -0.7% | 1,812 | +0.7% | 0.03% | -11.4% |
| Q1 2021 | $143,000 | +2.9% | 1,800 | +0.7% | 0.04% | -5.4% |
| Q4 2020 | $139,000 | -24.9% | 1,787 | +41.0% | 0.04% | -40.3% |
| Q3 2020 | $185,000 | +5.1% | 1,267 | +0.9% | 0.06% | -10.1% |
| Q2 2020 | $176,000 | +2.3% | 1,256 | +0.7% | 0.07% | -25.8% |
| Q1 2020 | $172,000 | +33.3% | 1,247 | +56.5% | 0.09% | -30.6% |
| Q4 2019 | $129,000 | – | 797 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |