ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 187 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $85,596 | +4.0% | 974 | 0.0% | 0.03% | +3.7% |
| Q1 2024 | $82,323 | +5.7% | 974 | 0.0% | 0.03% | +35.0% |
| Q4 2023 | $77,852 | +8.6% | 974 | 0.0% | 0.02% | -4.8% |
| 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 624,565 | $51,058,163 | 1.90% |
| BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
| First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
| San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
| LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
| Essex LLC | 58,552 | $4,786,626 | 0.67% |
| TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
| COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
| Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |