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 | $1,538,485 | -15.8% | 20,789 | -7.0% | 0.02% | -12.0% |
| Q2 2023 | $1,826,567 | +1.1% | 22,343 | +3.6% | 0.02% | -7.4% |
| Q1 2023 | $1,806,254 | +0.5% | 21,577 | +3.9% | 0.03% | -6.9% |
| Q4 2022 | $1,797,712 | +14.1% | 20,773 | +6.9% | 0.03% | +7.4% |
| Q3 2022 | $1,576,226 | -2.6% | 19,428 | +2.8% | 0.03% | -10.0% |
| Q2 2022 | $1,618,000 | +41.8% | 18,902 | +50.7% | 0.03% | +57.9% |
| Q1 2022 | $1,141,000 | – | 12,543 | – | 0.02% | – |
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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% |