ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |