ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - 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 | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |