ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,943 | -10.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,270 | -100.0% | 40 | -93.3% | 0.00% | -95.5% |
| Q4 2020 | $46,560,000 | +6.3% | 600 | +100.0% | 0.02% | -4.3% |
| Q3 2020 | $43,806,000 | +4.2% | 300 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $42,060,000 | +102485.4% | 300 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $41,000 | -16.3% | 300 | 0.0% | 0.03% | +7.7% |
| Q4 2019 | $49,000 | 0.0% | 300 | 0.0% | 0.03% | -13.3% |
| Q3 2019 | $49,000 | +8.9% | 300 | 0.0% | 0.03% | +3.4% |
| Q2 2019 | $45,000 | +2.3% | 300 | 0.0% | 0.03% | -3.3% |
| Q1 2019 | $44,000 | +10.0% | 300 | 0.0% | 0.03% | -14.3% |
| Q4 2018 | $40,000 | – | 300 | – | 0.04% | – |
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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% |