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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $384,225 | -2.3% | 4,700 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $393,437 | +96567.6% | 4,700 | 0.0% | 0.03% | -11.4% |
| Q4 2022 | $407 | -99.9% | 4,700 | 0.0% | 0.04% | -2.8% |
| Q3 2022 | $381,000 | -5.2% | 4,700 | 0.0% | 0.04% | -2.7% |
| Q2 2022 | $402,000 | -6.1% | 4,700 | 0.0% | 0.04% | +5.7% |
| Q1 2022 | $428,000 | +2.9% | 4,700 | 0.0% | 0.04% | +2.9% |
| Q4 2021 | $416,000 | +12.1% | 4,700 | 0.0% | 0.03% | +3.0% |
| Q3 2021 | $371,000 | +0.5% | 4,700 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $369,000 | -1.3% | 4,700 | 0.0% | 0.03% | -8.3% |
| Q1 2021 | $374,000 | +2.5% | 4,700 | 0.0% | 0.04% | -2.7% |
| Q4 2020 | $365,000 | – | 4,700 | – | 0.04% | – |
Download | ||||||
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% |