ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |