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 | $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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |