ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $61,000 | +22.0% | 693 | +9.5% | 0.01% | +12.5% |
Q3 2021 | $50,000 | +72.4% | 633 | +69.3% | 0.01% | +60.0% |
Q2 2021 | $29,000 | -3.3% | 374 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $30,000 | -6.2% | 374 | -9.7% | 0.01% | -14.3% |
Q4 2020 | $32,000 | -3.0% | 414 | +82.4% | 0.01% | -12.5% |
Q3 2020 | $33,000 | +3.1% | 227 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $32,000 | – | 227 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |