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 | $71,667 | -10.0% | 974 | 0.0% | 0.02% | -8.7% |
| Q2 2023 | $79,625 | -2.3% | 974 | 0.0% | 0.02% | -8.0% |
| Q1 2023 | $81,534 | -3.3% | 974 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $84,290 | +6.7% | 974 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $79,000 | -4.8% | 974 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $83,000 | -6.7% | 974 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $89,000 | +3.5% | 974 | 0.0% | 0.03% | +7.4% |
| Q4 2021 | $86,000 | +11.7% | 974 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $77,000 | +1.3% | 974 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $76,000 | -1.3% | 974 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $77,000 | +1.3% | 974 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $76,000 | – | 974 | – | 0.03% | – |
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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% |