ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |