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 | $287,446 | -22.9% | 3,907 | -14.3% | 0.01% | -14.3% |
| Q2 2023 | $372,601 | -26.3% | 4,558 | -24.5% | 0.01% | -36.4% |
| Q1 2023 | $505,475 | -8.9% | 6,039 | -5.8% | 0.01% | -15.4% |
| Q4 2022 | $554,629 | -11.7% | 6,409 | -17.2% | 0.01% | -13.3% |
| Q3 2022 | $628,000 | -26.4% | 7,745 | -22.3% | 0.02% | -25.0% |
| Q2 2022 | $853,000 | +16.8% | 9,964 | +24.3% | 0.02% | +33.3% |
| Q1 2022 | $730,000 | -9.0% | 8,018 | -11.6% | 0.02% | -6.2% |
| Q4 2021 | $802,000 | +14.1% | 9,067 | +1.7% | 0.02% | +6.7% |
| Q3 2021 | $703,000 | -16.2% | 8,915 | -16.6% | 0.02% | -16.7% |
| Q2 2021 | $839,000 | -0.6% | 10,686 | +0.7% | 0.02% | -14.3% |
| Q1 2021 | $844,000 | +0.1% | 10,616 | -2.2% | 0.02% | -4.5% |
| Q4 2020 | $843,000 | +14.5% | 10,857 | +115.3% | 0.02% | 0.0% |
| Q3 2020 | $736,000 | -0.5% | 5,042 | -4.5% | 0.02% | -8.3% |
| Q2 2020 | $740,000 | – | 5,277 | – | 0.02% | – |
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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% |