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 | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |