ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,787 | -11.4% | 5,923 | -1.6% | 0.41% | -9.8% |
| Q2 2023 | $491,941 | -11.0% | 6,018 | -8.9% | 0.45% | -11.4% |
| Q1 2023 | $553,035 | -17.5% | 6,607 | -14.7% | 0.51% | -15.0% |
| Q4 2022 | $670,056 | +6.7% | 7,743 | 0.0% | 0.60% | +0.2% |
| Q3 2022 | $628,000 | -20.4% | 7,743 | -16.0% | 0.60% | -16.1% |
| Q2 2022 | $789,000 | -11.1% | 9,218 | -5.6% | 0.71% | +1.4% |
| Q1 2022 | $888,000 | -14.6% | 9,760 | -17.0% | 0.70% | -12.6% |
| Q4 2021 | $1,040,000 | – | 11,763 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 104,181 | $16,882,000 | 9.40% |
| SPC Financial, Inc. | 83,505 | $13,532,000 | 2.48% |
| Destination Wealth Management | 286,148 | $46,370,000 | 2.36% |
| NIEMANN CAPITAL MANAGEMENT INC | 12,797 | $2,074,000 | 1.66% |
| LBMC INVESTMENT ADVISORS, LLC | 65,801 | $10,663,000 | 1.50% |
| HOLDERNESS INVESTMENTS CO | 15,632 | $2,533,000 | 1.09% |
| Field & Main Bank | 7,225 | $1,171,000 | 0.97% |
| First Citizens Financial Corp | 5,718 | $927,000 | 0.92% |
| F3Logic, LLC | 25,782 | $4,177,000 | 0.79% |
| Madden Advisory Services, Inc. | 7,116 | $1,153,000 | 0.75% |