ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 203 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,693 | +15.2% | 418 | +10.9% | 0.01% | 0.0% |
| Q1 2024 | $31,846 | +4.4% | 377 | -1.3% | 0.01% | 0.0% |
| Q4 2023 | $30,511 | +9.0% | 382 | +0.5% | 0.01% | 0.0% |
| 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 | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |