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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |