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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $476 | -2.9% | 5,823 | -0.5% | 0.00% | 0.0% |
| Q1 2023 | $490 | -7.7% | 5,851 | -4.7% | 0.00% | 0.0% |
| Q4 2022 | $531 | -100.0% | 6,138 | -75.3% | 0.00% | -83.3% |
| Q3 2022 | $2,045,000 | +391.6% | 24,864 | +411.2% | 0.01% | +500.0% |
| Q2 2022 | $416,000 | +1.7% | 4,864 | +8.1% | 0.00% | 0.0% |
| Q1 2022 | $409,000 | +2172.2% | 4,499 | +2899.3% | 0.00% | – |
| Q3 2016 | $18,000 | -72.7% | 150 | -70.0% | 0.00% | – |
| Q2 2016 | $66,000 | -16.5% | 500 | -23.1% | 0.00% | – |
| Q1 2016 | $79,000 | -23.3% | 650 | -31.6% | 0.00% | – |
| Q4 2015 | $103,000 | +10.8% | 950 | +11.8% | 0.00% | – |
| Q3 2015 | $93,000 | +144.7% | 850 | +142.9% | 0.00% | – |
| Q2 2015 | $38,000 | -43.3% | 350 | -41.7% | 0.00% | – |
| Q1 2015 | $67,000 | -15.2% | 600 | -9.0% | 0.00% | – |
| Q4 2014 | $79,000 | +9.7% | 659 | 0.0% | 0.00% | – |
| Q3 2014 | $72,000 | -97.6% | 659 | -98.0% | 0.00% | -100.0% |
| Q2 2013 | $3,063,000 | – | 32,390 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |