ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 229 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $298,704 | +4.0% | 3,999 | +17.7% | 0.24% | -4.9% |
| Q1 2024 | $287,283 | +5.7% | 3,399 | 0.0% | 0.25% | -2.4% |
| Q4 2023 | $271,682 | +18.5% | 3,399 | +9.1% | 0.25% | +2.8% |
| 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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |