ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,438 | -10.0% | 1,664 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $136,032 | -2.3% | 1,664 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $139,294 | -3.3% | 1,664 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $144,003 | +6.7% | 1,664 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $135,000 | -4.9% | 1,664 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $142,000 | -6.0% | 1,664 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $151,000 | +2.7% | 1,664 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $147,000 | +12.2% | 1,664 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $131,000 | -3.7% | 1,664 | -4.3% | 0.01% | 0.0% |
| Q2 2021 | $136,000 | -1.4% | 1,738 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $138,000 | +2.2% | 1,738 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $135,000 | +6.3% | 1,738 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $127,000 | +4.1% | 869 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $122,000 | +1.7% | 869 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $120,000 | -14.9% | 869 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $141,000 | -0.7% | 869 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $142,000 | +10.9% | 869 | +4.4% | 0.01% | +14.3% |
| Q2 2019 | $128,000 | +4.1% | 832 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $123,000 | +9.8% | 832 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $112,000 | 0.0% | 832 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $112,000 | +1.8% | 832 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $110,000 | +3.8% | 832 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $106,000 | -4.5% | 832 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $111,000 | 0.0% | 832 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $111,000 | +2.8% | 832 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $108,000 | +0.9% | 832 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $107,000 | +5.9% | 832 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $101,000 | -1.0% | 832 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $102,000 | – | 832 | – | 0.01% | – |
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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% |