ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 166 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $244,706 | -34.9% | 2,923 | -32.7% | 0.00% | -25.0% |
| Q4 2022 | $375,623 | +429.0% | 4,341 | +759.6% | 0.00% | +300.0% |
| Q2 2020 | $71,000 | +2.9% | 505 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $69,000 | -14.8% | 501 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $81,000 | -18.2% | 497 | -18.4% | 0.00% | 0.0% |
| Q3 2019 | $99,000 | +8.8% | 609 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $91,000 | +3.4% | 605 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $88,000 | +8.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $81,000 | +1.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $80,000 | +1.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $79,000 | +3.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $76,000 | -2.6% | 600 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $78,000 | -8.2% | 600 | -9.1% | 0.00% | 0.0% |
| Q1 2017 | $85,000 | +6.2% | 660 | +0.2% | 0.00% | 0.0% |
| Q4 2016 | $80,000 | -1.2% | 659 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $81,000 | -6.9% | 659 | +0.2% | 0.00% | 0.0% |
| Q2 2016 | $87,000 | +17.6% | 658 | +9.7% | 0.00% | 0.0% |
| Q1 2016 | $74,000 | +13.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $65,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $65,000 | +4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $62,000 | -7.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $67,000 | -5.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $71,000 | +12.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $63,000 | -6.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $67,000 | – | 600 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |