ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,202 | -10.0% | 3,115 | 0.0% | 0.25% | 0.0% |
| Q2 2023 | $254,655 | -3.9% | 3,115 | -1.5% | 0.25% | -5.7% |
| Q1 2023 | $264,859 | +2.2% | 3,164 | -0.9% | 0.26% | -30.8% |
| Q4 2022 | $259,130 | +0.1% | 3,194 | 0.0% | 0.38% | 0.0% |
| Q3 2022 | $259,000 | -4.8% | 3,194 | 0.0% | 0.38% | -3.3% |
| Q2 2022 | $272,000 | -13.4% | 3,194 | -7.4% | 0.39% | -0.3% |
| Q1 2022 | $314,000 | +3.3% | 3,451 | +0.8% | 0.39% | +30.3% |
| Q4 2021 | $304,000 | – | 3,424 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |