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 | $369,910 | +80.7% | 5,027 | +100.8% | 0.00% | – |
| Q2 2023 | $204,727 | -49.8% | 2,504 | -48.6% | 0.00% | – |
| Q1 2023 | $408,116 | +94.1% | 4,876 | +100.7% | 0.00% | – |
| Q4 2022 | $210,285 | -1.7% | 2,430 | -7.8% | 0.00% | – |
| Q3 2022 | $214,000 | 0.0% | 2,637 | +5.2% | 0.00% | – |
| Q2 2022 | $214,000 | -15.1% | 2,506 | -9.6% | 0.00% | – |
| Q1 2022 | $252,000 | +12.0% | 2,772 | +9.0% | 0.00% | – |
| Q4 2021 | $225,000 | +49.0% | 2,543 | +32.8% | 0.00% | – |
| Q3 2021 | $151,000 | -27.4% | 1,915 | -27.8% | 0.00% | – |
| Q2 2021 | $208,000 | +45.5% | 2,652 | +47.2% | 0.00% | – |
| Q1 2021 | $143,000 | +5.1% | 1,802 | +2.9% | 0.00% | – |
| Q4 2020 | $136,000 | -0.7% | 1,751 | +87.3% | 0.00% | – |
| Q3 2020 | $137,000 | +0.7% | 935 | -3.7% | 0.00% | – |
| Q2 2020 | $136,000 | -28.0% | 971 | -29.3% | 0.00% | – |
| Q1 2020 | $189,000 | -29.7% | 1,373 | -17.2% | 0.00% | – |
| Q4 2019 | $269,000 | +46.2% | 1,658 | +46.5% | 0.00% | – |
| Q3 2019 | $184,000 | +8.9% | 1,132 | +0.6% | 0.00% | – |
| Q2 2019 | $169,000 | +7.0% | 1,125 | +4.6% | 0.00% | – |
| Q1 2019 | $158,000 | -4.8% | 1,076 | -13.2% | 0.00% | – |
| Q4 2018 | $166,000 | +21.2% | 1,239 | +20.8% | 0.00% | – |
| Q3 2018 | $137,000 | -98.9% | 1,026 | -99.2% | 0.00% | -100.0% |
| Q3 2013 | $12,525,000 | -44.0% | 133,398 | -43.6% | 0.00% | -50.0% |
| Q2 2013 | $22,370,000 | – | 236,523 | – | 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% |