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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |