ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. 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 | 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% |