ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,987 | -10.0% | 380 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $31,095 | -1.8% | 380 | +0.5% | 0.01% | -22.2% |
| Q1 2023 | $31,678 | -2.6% | 378 | +0.5% | 0.01% | -10.0% |
| Q4 2022 | $32,538 | +1.7% | 376 | +1.3% | 0.01% | +11.1% |
| Q2 2022 | $32,000 | -5.9% | 371 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $34,000 | +6.2% | 369 | +0.5% | 0.01% | +12.5% |
| Q4 2021 | $32,000 | – | 367 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |