ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $396,008 | -29.0% | 5,382 | -21.1% | 0.00% | – |
Q2 2023 | $557,454 | -4.4% | 6,819 | -2.0% | 0.00% | – |
Q1 2023 | $583,000 | +85133.9% | 6,957 | -11.9% | 0.00% | – |
Q4 2022 | $684 | -99.9% | 7,901 | +25.2% | 0.00% | – |
Q3 2022 | $512,000 | -86.4% | 6,309 | -85.6% | 0.00% | -100.0% |
Q2 2022 | $3,755,000 | +556.5% | 43,871 | +597.5% | 0.00% | – |
Q1 2022 | $572,000 | -65.9% | 6,290 | -66.8% | 0.00% | – |
Q4 2021 | $1,675,000 | +222.1% | 18,943 | +187.5% | 0.00% | – |
Q3 2021 | $520,000 | -12.0% | 6,590 | -12.5% | 0.00% | – |
Q2 2021 | $591,000 | -0.2% | 7,530 | +1.2% | 0.00% | – |
Q1 2021 | $592,000 | -46.6% | 7,442 | -47.9% | 0.00% | – |
Q4 2020 | $1,108,000 | +38.5% | 14,280 | +158.0% | 0.00% | – |
Q3 2020 | $800,000 | -49.9% | 5,534 | -51.4% | 0.00% | – |
Q2 2020 | $1,596,000 | -17.3% | 11,384 | -18.5% | 0.00% | – |
Q1 2020 | $1,929,000 | -16.0% | 13,969 | -1.4% | 0.00% | – |
Q4 2019 | $2,296,000 | +13.3% | 14,169 | +13.9% | 0.00% | – |
Q3 2019 | $2,027,000 | +9.6% | 12,445 | +1.0% | 0.00% | – |
Q2 2019 | $1,850,000 | +10.5% | 12,326 | +8.5% | 0.00% | – |
Q1 2019 | $1,674,000 | -95.1% | 11,361 | -95.6% | 0.00% | -100.0% |
Q4 2018 | $34,454,000 | +512.5% | 256,699 | +511.9% | 0.01% | +700.0% |
Q3 2018 | $5,625,000 | -17.8% | 41,951 | -19.2% | 0.00% | 0.0% |
Q2 2018 | $6,847,000 | +2764.9% | 51,895 | +2667.7% | 0.00% | – |
Q1 2018 | $239,000 | -84.0% | 1,875 | -83.4% | 0.00% | – |
Q4 2017 | $1,497,000 | -4.8% | 11,269 | -4.5% | 0.00% | – |
Q3 2017 | $1,572,000 | +6.4% | 11,796 | +3.8% | 0.00% | – |
Q2 2017 | $1,477,000 | +2.5% | 11,360 | +1.2% | 0.00% | – |
Q1 2017 | $1,441,000 | +2.1% | 11,223 | -3.1% | 0.00% | – |
Q4 2016 | $1,411,000 | -19.6% | 11,581 | -19.1% | 0.00% | – |
Q3 2016 | $1,755,000 | -7.9% | 14,320 | -1.3% | 0.00% | – |
Q2 2016 | $1,905,000 | +13.0% | 14,511 | +6.5% | 0.00% | – |
Q1 2016 | $1,686,000 | +25.5% | 13,626 | +9.5% | 0.00% | – |
Q4 2015 | $1,343,000 | -2.3% | 12,446 | -2.2% | 0.00% | – |
Q3 2015 | $1,374,000 | +9.0% | 12,731 | +4.7% | 0.00% | – |
Q2 2015 | $1,260,000 | -1.1% | 12,156 | +6.6% | 0.00% | – |
Q1 2015 | $1,274,000 | +5.1% | 11,399 | +11.2% | 0.00% | – |
Q4 2014 | $1,212,000 | +4.7% | 10,249 | -6.8% | 0.00% | – |
Q3 2014 | $1,158,000 | +35.6% | 10,999 | +43.6% | 0.00% | – |
Q2 2014 | $854,000 | +17.0% | 7,661 | +9.3% | 0.00% | – |
Q1 2014 | $730,000 | +17.0% | 7,010 | +7.7% | 0.00% | – |
Q4 2013 | $624,000 | +2.5% | 6,510 | +0.4% | 0.00% | – |
Q3 2013 | $609,000 | -3.8% | 6,487 | -3.2% | 0.00% | – |
Q2 2013 | $633,000 | – | 6,700 | – | 0.00% | – |
Download |
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% |