ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |