ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 217 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,964 | +1101.4% | 5,327 | +1313.0% | 0.19% | +1500.0% |
| Q4 2022 | $32,625 | +25.5% | 377 | +18.2% | 0.01% | +20.0% |
| Q3 2022 | $26,000 | -7.1% | 319 | -0.6% | 0.01% | -81.8% |
| Q2 2022 | $28,000 | +40.0% | 321 | +45.9% | 0.06% | +1000.0% |
| Q1 2022 | $20,000 | 0.0% | 220 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $20,000 | – | 227 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |