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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,756 | +1.9% | 4,767 | +13.2% | 0.00% | 0.0% |
| Q2 2023 | $344,331 | -26.7% | 4,212 | -25.0% | 0.00% | -40.0% |
| Q1 2023 | $469,964 | -14.7% | 5,614 | -11.9% | 0.01% | 0.0% |
| Q4 2022 | $551,173 | -99.9% | 6,369 | -61.9% | 0.01% | -28.6% |
| Q3 2022 | $678,678,000 | +120661.2% | 16,714 | +154.7% | 0.01% | +16.7% |
| Q2 2022 | $562,000 | -70.4% | 6,563 | -68.5% | 0.01% | -70.0% |
| Q1 2022 | $1,898,000 | +3.9% | 20,860 | +1.0% | 0.02% | +11.1% |
| Q4 2021 | $1,827,000 | +6.0% | 20,661 | -5.3% | 0.02% | +5.9% |
| Q3 2021 | $1,723,000 | -1.0% | 21,825 | -1.5% | 0.02% | -15.0% |
| Q2 2021 | $1,740,000 | -9.6% | 22,164 | -8.4% | 0.02% | -16.7% |
| Q1 2021 | $1,925,000 | -14.9% | 24,196 | -18.2% | 0.02% | -7.7% |
| Q4 2020 | $2,261,000 | -99.9% | 29,562 | +154.1% | 0.03% | -18.8% |
| Q3 2020 | $1,698,000,000 | – | 11,632 | – | 0.03% | – |
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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% |