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 | $6,646,187 | -13.6% | 90,326 | -4.0% | 0.24% | -15.5% |
| Q2 2023 | $7,695,598 | -8.8% | 94,136 | -6.6% | 0.29% | -17.1% |
| Q1 2023 | $8,434,775 | +3.5% | 100,762 | +7.0% | 0.35% | -4.9% |
| Q4 2022 | $8,149,241 | +104.0% | 94,167 | +86.0% | 0.37% | -39.3% |
| Q3 2021 | $3,995,000 | +48.5% | 50,614 | +47.7% | 0.61% | +21.9% |
| Q2 2021 | $2,690,000 | +96.8% | 34,265 | +99.4% | 0.50% | +48.4% |
| Q1 2021 | $1,367,000 | +104.6% | 17,184 | +99.5% | 0.34% | +52.3% |
| Q4 2020 | $668,000 | – | 8,612 | – | 0.22% | – |
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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% |