ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,784,462 | -62.7% | 24,252 | -58.6% | 0.50% | -24.9% |
| Q2 2023 | $4,786,626 | +72.3% | 58,552 | +82.4% | 0.67% | -20.5% |
| Q1 2023 | $2,777,328 | 0.0% | 32,093 | 0.0% | 0.84% | 0.0% |
| Q4 2022 | $2,777,328 | +0.3% | 32,093 | -6.0% | 0.84% | -8.0% |
| Q3 2022 | $2,770,000 | -4.5% | 34,148 | +0.8% | 0.91% | +1.4% |
| Q2 2022 | $2,900,000 | -54.2% | 33,883 | -51.3% | 0.90% | +4.8% |
| Q1 2022 | $6,330,000 | +97.8% | 69,556 | +92.1% | 0.86% | +0.2% |
| Q4 2021 | $3,201,000 | +10.6% | 36,203 | -1.2% | 0.86% | +6.7% |
| Q3 2021 | $2,893,000 | – | 36,653 | – | 0.80% | – |
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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% |