ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,914 | -10.0% | 325 | 0.0% | 0.00% | – |
| Q2 2023 | $26,569 | -2.3% | 325 | 0.0% | 0.00% | – |
| Q1 2023 | $27,206 | -37.1% | 325 | -35.0% | 0.00% | – |
| Q4 2022 | $43,270 | +5.5% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $41,000 | -4.7% | 500 | 0.0% | 0.00% | – |
| Q2 2022 | $43,000 | -6.5% | 500 | 0.0% | 0.00% | – |
| Q1 2022 | $46,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |