ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,672 | +80.4% | 2,931 | +100.5% | 0.00% | – |
| Q2 2023 | $119,519 | -2.3% | 1,462 | 0.0% | 0.00% | – |
| Q1 2023 | $122,384 | -3.3% | 1,462 | 0.0% | 0.00% | – |
| Q4 2022 | $126,521 | +6.3% | 1,462 | 0.0% | 0.00% | – |
| Q3 2022 | $119,000 | -11.2% | 1,462 | -6.4% | 0.00% | – |
| Q2 2022 | $134,000 | -5.6% | 1,562 | 0.0% | 0.00% | – |
| Q1 2022 | $142,000 | -3.4% | 1,562 | -6.0% | 0.00% | – |
| Q4 2021 | $147,000 | +70.9% | 1,662 | +52.2% | 0.00% | – |
| Q3 2021 | $86,000 | 0.0% | 1,092 | 0.0% | 0.00% | – |
| Q2 2021 | $86,000 | -1.1% | 1,092 | 0.0% | 0.00% | – |
| Q1 2021 | $87,000 | -37.4% | 1,092 | -39.1% | 0.00% | – |
| Q4 2020 | $139,000 | +6.1% | 1,792 | +100.0% | 0.00% | – |
| Q3 2020 | $131,000 | -6.4% | 896 | -10.0% | 0.00% | – |
| Q2 2020 | $140,000 | +1.4% | 996 | 0.0% | 0.00% | – |
| Q1 2020 | $138,000 | -22.5% | 996 | -9.1% | 0.00% | – |
| Q4 2019 | $178,000 | 0.0% | 1,096 | 0.0% | 0.00% | – |
| Q3 2019 | $178,000 | -1.1% | 1,096 | -8.4% | 0.00% | -100.0% |
| Q2 2019 | $180,000 | -1.6% | 1,196 | -3.6% | 0.00% | 0.0% |
| Q1 2019 | $183,000 | +9.6% | 1,241 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $167,000 | -0.6% | 1,241 | -0.9% | 0.00% | – |
| Q3 2018 | $168,000 | -13.4% | 1,252 | -14.7% | 0.00% | -100.0% |
| Q2 2018 | $194,000 | +20.5% | 1,467 | +15.8% | 0.00% | – |
| Q1 2018 | $161,000 | -4.2% | 1,267 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $168,000 | 0.0% | 1,267 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $168,000 | +7.0% | 1,267 | +4.7% | 0.00% | 0.0% |
| Q2 2017 | $157,000 | +1.3% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $155,000 | +5.4% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $147,000 | -10.4% | 1,210 | -9.6% | 0.00% | 0.0% |
| Q3 2016 | $164,000 | -6.8% | 1,338 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $176,000 | +17.3% | 1,338 | +10.6% | 0.00% | 0.0% |
| Q1 2016 | $150,000 | +14.5% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $131,000 | -32.8% | 1,210 | -33.1% | 0.00% | 0.0% |
| Q3 2015 | $195,000 | +3.7% | 1,810 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $188,000 | -6.9% | 1,810 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $202,000 | -5.6% | 1,810 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $214,000 | +1.9% | 1,810 | -9.3% | 0.00% | 0.0% |
| Q3 2014 | $210,000 | -13.6% | 1,996 | -8.4% | 0.00% | 0.0% |
| Q2 2014 | $243,000 | +7.0% | 2,180 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $227,000 | +51.3% | 2,180 | +38.9% | 0.00% | 0.0% |
| Q4 2013 | $150,000 | -14.8% | 1,570 | -16.1% | 0.00% | 0.0% |
| Q3 2013 | $176,000 | -0.6% | 1,872 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $177,000 | – | 1,872 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |