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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |