ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 217 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,200 | -13.0% | 389 | -16.3% | 0.01% | -20.0% |
| Q1 2024 | $39,305 | -0.7% | 465 | -6.1% | 0.02% | -6.2% |
| Q4 2023 | $39,571 | -19.8% | 495 | -26.2% | 0.02% | -30.4% |
| Q3 2023 | $49,369 | -38.0% | 671 | -31.1% | 0.02% | -39.5% |
| Q2 2023 | $79,621 | -12.0% | 974 | -9.9% | 0.04% | -17.4% |
| Q1 2023 | $90,527 | +0.7% | 1,081 | +4.0% | 0.05% | -2.1% |
| Q4 2022 | $89,907 | +1.1% | 1,039 | -5.3% | 0.05% | -9.6% |
| Q3 2022 | $88,967 | -5.2% | 1,097 | +0.1% | 0.05% | +6.1% |
| Q2 2022 | $93,845 | -16.4% | 1,096 | -11.2% | 0.05% | -3.9% |
| Q1 2022 | $112,257 | -21.1% | 1,234 | -23.3% | 0.05% | -21.5% |
| Q4 2021 | $142,275 | -99.0% | 1,609 | -99.1% | 0.06% | -99.2% |
| Q3 2021 | $13,634,357 | +7761.9% | 172,718 | -98.7% | 7.67% | +14.3% |
| Q2 2021 | $173,424 | -98.7% | 13,613,749 | +7812.7% | 6.71% | -21.1% |
| Q1 2021 | $13,688,221 | +5.8% | 172,049 | +3.2% | 8.51% | -3.5% |
| Q4 2020 | $12,937,747 | +4.2% | 166,724 | +96.1% | 8.82% | -1.1% |
| Q3 2020 | $12,413,179 | +16.3% | 85,010 | +11.7% | 8.92% | +7.7% |
| Q2 2020 | $10,668,873 | +9.5% | 76,098 | +7.8% | 8.28% | -31.1% |
| Q1 2020 | $9,747,104 | -8.3% | 70,585 | +7.6% | 12.02% | +47.6% |
| Q4 2019 | $10,629,446 | +3.9% | 65,594 | +4.4% | 8.15% | -12.2% |
| Q3 2019 | $10,228,262 | +101.0% | 62,808 | +86.1% | 9.28% | +100.5% |
| Q2 2019 | $5,089,265 | – | 33,751 | – | 4.63% | – |
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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% |