ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 238 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,408 | +4.0% | 3,737 | 0.0% | 0.18% | +2.8% |
| Q1 2024 | $315,851 | +5.7% | 3,737 | 0.0% | 0.18% | -1.7% |
| Q4 2023 | $298,698 | +10.6% | 3,737 | +1.8% | 0.18% | -1.1% |
| Q3 2023 | $270,039 | -10.0% | 3,670 | 0.0% | 0.18% | -7.1% |
| Q2 2023 | $300,023 | -2.3% | 3,670 | 0.0% | 0.20% | -10.5% |
| Q1 2023 | $307,216 | -3.3% | 3,670 | 0.0% | 0.22% | -8.7% |
| Q4 2022 | $317,602 | +6.6% | 3,670 | 0.0% | 0.24% | +1.3% |
| Q3 2022 | $298,000 | -5.1% | 3,670 | 0.0% | 0.24% | +1.3% |
| Q2 2022 | $314,000 | -6.0% | 3,670 | 0.0% | 0.24% | +4.4% |
| Q1 2022 | $334,000 | +2.8% | 3,670 | 0.0% | 0.22% | +14.2% |
| Q4 2021 | $325,000 | -24.2% | 3,670 | -32.5% | 0.20% | -42.4% |
| Q3 2021 | $429,000 | -0.5% | 5,438 | -0.9% | 0.34% | +15.5% |
| Q2 2021 | $431,000 | -22.6% | 5,490 | -21.6% | 0.30% | -29.4% |
| Q1 2021 | $557,000 | -7.5% | 7,003 | -9.7% | 0.42% | -12.7% |
| Q4 2020 | $602,000 | -12.6% | 7,751 | +64.3% | 0.48% | -23.1% |
| Q3 2020 | $689,000 | +4.2% | 4,719 | +0.0% | 0.62% | -4.9% |
| Q2 2020 | $661,000 | +1.5% | 4,718 | +0.0% | 0.66% | -15.0% |
| Q1 2020 | $651,000 | -14.8% | 4,717 | +0.0% | 0.77% | +3.3% |
| Q4 2019 | $764,000 | – | 4,715 | – | 0.75% | – |
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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% |