ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 238 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $208,821 | -20.7% | 2,380 | -23.7% | 0.00% | -50.0% |
| Q1 2024 | $263,390 | +15.7% | 3,120 | +9.3% | 0.00% | 0.0% |
| Q4 2023 | $227,629 | +43.6% | 2,855 | +32.5% | 0.00% | 0.0% |
| Q3 2023 | $158,479 | +90.2% | 2,155 | +111.3% | 0.00% | +100.0% |
| Q2 2023 | $83,303 | +2585.5% | 1,020 | +2450.0% | 0.00% | – |
| Q1 2023 | $3,102 | -10.3% | 40 | 0.0% | 0.00% | – |
| Q4 2022 | $3,458 | +6.2% | 40 | 0.0% | 0.00% | – |
| Q3 2022 | $3,256 | -4.6% | 40 | 0.0% | 0.00% | – |
| Q2 2022 | $3,414 | -71.8% | 40 | -69.7% | 0.00% | – |
| Q1 2022 | $12,091 | – | 132 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |