ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
Essex LLC | 32,093 | $2,777,328 | 0.84% |
TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |