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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $31,759 | -1.8% | 388 | +0.3% | 0.03% | -9.7% |
Q1 2023 | $32,355 | -2.7% | 387 | +0.8% | 0.03% | -3.1% |
Q4 2022 | $33,238 | +10.8% | 384 | +0.8% | 0.03% | +6.7% |
Q3 2022 | $30,000 | -33.3% | 381 | -27.8% | 0.03% | -30.2% |
Q2 2022 | $45,000 | -6.2% | 528 | +0.6% | 0.04% | +4.9% |
Q1 2022 | $48,000 | +4.3% | 525 | +0.6% | 0.04% | +10.8% |
Q4 2021 | $46,000 | – | 522 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |