ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,882 | -3.3% | 130 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $11,250 | +2.3% | 130 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $11,000 | 0.0% | 130 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -83.3% | 130 | -81.9% | 0.01% | -82.4% |
| Q1 2022 | $66,000 | +4.8% | 718 | 0.0% | 0.03% | +9.7% |
| Q4 2021 | $63,000 | +10.5% | 718 | 0.0% | 0.03% | -16.2% |
| Q3 2021 | $57,000 | +256.2% | 718 | +245.2% | 0.04% | +236.4% |
| Q2 2021 | $16,000 | -5.9% | 208 | 0.0% | 0.01% | -21.4% |
| Q1 2021 | $17,000 | +6.2% | 208 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $16,000 | – | 208 | – | 0.02% | – |
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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% |