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 | $1,693,374 | -21.9% | 23,014 | -13.2% | 0.02% | -15.0% |
| Q2 2023 | $2,167,857 | -2.6% | 26,518 | -0.2% | 0.02% | -9.1% |
| Q1 2023 | $2,224,682 | -4.7% | 26,576 | -1.5% | 0.02% | -8.3% |
| Q4 2022 | $2,335,281 | +1.1% | 26,985 | -5.2% | 0.02% | -7.7% |
| Q3 2022 | $2,309,000 | -3.5% | 28,460 | +1.8% | 0.03% | 0.0% |
| Q2 2022 | $2,392,000 | -9.8% | 27,945 | -4.1% | 0.03% | +4.0% |
| Q1 2022 | $2,653,000 | +3.6% | 29,154 | +0.6% | 0.02% | +8.7% |
| Q4 2021 | $2,562,000 | +10.7% | 28,966 | -1.2% | 0.02% | 0.0% |
| Q3 2021 | $2,314,000 | +1.4% | 29,309 | +0.8% | 0.02% | 0.0% |
| Q2 2021 | $2,283,000 | -3.0% | 29,081 | -1.7% | 0.02% | -17.9% |
| Q1 2021 | $2,354,000 | -2.7% | 29,589 | -5.1% | 0.03% | -12.5% |
| Q4 2020 | $2,420,000 | +6.7% | 31,187 | +100.8% | 0.03% | -3.0% |
| Q3 2020 | $2,267,000 | +9.4% | 15,529 | +5.1% | 0.03% | 0.0% |
| Q2 2020 | $2,073,000 | +8.3% | 14,782 | +6.6% | 0.03% | -8.3% |
| Q1 2020 | $1,914,000 | -8.8% | 13,865 | +7.0% | 0.04% | +12.5% |
| Q4 2019 | $2,098,000 | +0.7% | 12,952 | +1.2% | 0.03% | -5.9% |
| Q3 2019 | $2,084,000 | +8.2% | 12,797 | +0.2% | 0.03% | +9.7% |
| Q2 2019 | $1,926,000 | +7.3% | 12,773 | +4.8% | 0.03% | +3.3% |
| Q1 2019 | $1,795,000 | +9.1% | 12,184 | -0.6% | 0.03% | +3.4% |
| Q4 2018 | $1,645,000 | +2.0% | 12,255 | +1.9% | 0.03% | +16.0% |
| Q3 2018 | $1,613,000 | -1.9% | 12,031 | -3.5% | 0.02% | -7.4% |
| Q2 2018 | $1,645,000 | -11.8% | 12,467 | -14.8% | 0.03% | -12.9% |
| Q1 2018 | $1,865,000 | -5.5% | 14,635 | -1.5% | 0.03% | -3.1% |
| Q4 2017 | $1,974,000 | +1.2% | 14,854 | +1.2% | 0.03% | -3.0% |
| Q3 2017 | $1,951,000 | +0.1% | 14,677 | -2.1% | 0.03% | -2.9% |
| Q2 2017 | $1,949,000 | +8.2% | 14,985 | +6.9% | 0.03% | +6.2% |
| Q1 2017 | $1,801,000 | +7.8% | 14,022 | +2.3% | 0.03% | +6.7% |
| Q4 2016 | $1,670,000 | -11.3% | 13,712 | -10.7% | 0.03% | -14.3% |
| Q3 2016 | $1,882,000 | -9.9% | 15,351 | -3.5% | 0.04% | -32.7% |
| Q2 2016 | $2,088,000 | +227.3% | 15,910 | +178.8% | 0.05% | +225.0% |
| Q1 2016 | $638,000 | -58.8% | 5,707 | -60.3% | 0.02% | -59.0% |
| Q4 2015 | $1,550,000 | +1.0% | 14,360 | +0.9% | 0.04% | -2.5% |
| Q3 2015 | $1,535,000 | +3.4% | 14,226 | -0.7% | 0.04% | +11.1% |
| Q2 2015 | $1,485,000 | +132.8% | 14,326 | +151.0% | 0.04% | +125.0% |
| Q1 2015 | $638,000 | +12.3% | 5,707 | +18.9% | 0.02% | +14.3% |
| Q4 2014 | $568,000 | -90.3% | 4,798 | -91.4% | 0.01% | -88.3% |
| Q3 2014 | $5,880,000 | +5.7% | 55,860 | +11.8% | 0.12% | +9.1% |
| Q2 2014 | $5,563,000 | +42.6% | 49,946 | +33.4% | 0.11% | +46.7% |
| Q1 2014 | $3,902,000 | +27771.4% | 37,450 | +24701.3% | 0.08% | – |
| Q4 2013 | $14,000 | 0.0% | 151 | 0.0% | 0.00% | – |
| Q3 2013 | $14,000 | 0.0% | 151 | 0.0% | 0.00% | – |
| Q2 2013 | $14,000 | -6.7% | 151 | 0.0% | 0.00% | – |
| Q1 2013 | $15,000 | +15.4% | 151 | 0.0% | 0.00% | – |
| Q4 2012 | $13,000 | -7.1% | 151 | 0.0% | 0.00% | – |
| Q3 2012 | $14,000 | 0.0% | 151 | 0.0% | 0.00% | -100.0% |
| Q2 2012 | $14,000 | +7.7% | 151 | 0.0% | 0.00% | – |
| Q1 2012 | $13,000 | 0.0% | 151 | 0.0% | 0.00% | -100.0% |
| Q4 2011 | $13,000 | +8.3% | 151 | 0.0% | 0.00% | 0.0% |
| Q3 2011 | $12,000 | +200.0% | 151 | +169.6% | 0.00% | – |
| Q2 2011 | $4,000 | 0.0% | 56 | -8.2% | 0.00% | – |
| Q1 2011 | $4,000 | 0.0% | 61 | 0.0% | 0.00% | – |
| Q4 2010 | $4,000 | – | 61 | +510.0% | 0.00% | – |
| Q3 2010 | $0 | -100.0% | 10 | -95.0% | 0.00% | -100.0% |
| Q3 2009 | $14,000 | -6.7% | 200 | -11.1% | 0.00% | 0.0% |
| Q2 2009 | $15,000 | -89.3% | 225 | -90.2% | 0.00% | -87.5% |
| Q1 2009 | $140,000 | – | 2,290 | – | 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% |