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 | $2,382 | -9.5% | 32,371 | +0.5% | 0.01% | -13.3% |
| Q2 2023 | $2,633 | +4.0% | 32,205 | +6.5% | 0.02% | -16.7% |
| Q1 2023 | $2,532 | -4.7% | 30,242 | -1.4% | 0.02% | +5.9% |
| Q4 2022 | $2,656 | -99.9% | 30,685 | +4.1% | 0.02% | -5.6% |
| Q3 2022 | $2,392,000 | -4.0% | 29,486 | +1.3% | 0.02% | -5.3% |
| Q2 2022 | $2,491,000 | -6.1% | 29,105 | -0.1% | 0.02% | 0.0% |
| Q1 2022 | $2,652,000 | +0.5% | 29,139 | -2.4% | 0.02% | 0.0% |
| Q4 2021 | $2,640,000 | +13.4% | 29,851 | +1.2% | 0.02% | 0.0% |
| Q3 2021 | $2,329,000 | +1.7% | 29,499 | +1.1% | 0.02% | 0.0% |
| Q2 2021 | $2,291,000 | -4.0% | 29,188 | -2.7% | 0.02% | -17.4% |
| Q1 2021 | $2,386,000 | -19.3% | 29,996 | -21.3% | 0.02% | -28.1% |
| Q4 2020 | $2,957,000 | +9.2% | 38,110 | +105.4% | 0.03% | -5.9% |
| Q3 2020 | $2,709,000 | +12.6% | 18,550 | +8.1% | 0.03% | +6.2% |
| Q2 2020 | $2,406,000 | -40.5% | 17,162 | -41.4% | 0.03% | -54.3% |
| Q1 2020 | $4,047,000 | +72.0% | 29,306 | +101.8% | 0.07% | +105.9% |
| Q4 2019 | $2,353,000 | +1.1% | 14,519 | +1.6% | 0.03% | -8.1% |
| Q3 2019 | $2,327,000 | -7.9% | 14,287 | -14.8% | 0.04% | +2.8% |
| Q2 2019 | $2,527,000 | +5.0% | 16,761 | +2.6% | 0.04% | -2.7% |
| Q1 2019 | $2,407,000 | -0.4% | 16,336 | -9.2% | 0.04% | -14.0% |
| Q4 2018 | $2,416,000 | +9.6% | 17,997 | +9.4% | 0.04% | +16.2% |
| Q3 2018 | $2,205,000 | +17.5% | 16,445 | +15.7% | 0.04% | -9.8% |
| Q2 2018 | $1,876,000 | +11.3% | 14,217 | +7.5% | 0.04% | +13.9% |
| Q1 2018 | $1,685,000 | +0.4% | 13,223 | +4.7% | 0.04% | +12.5% |
| Q4 2017 | $1,678,000 | -5.1% | 12,627 | -5.1% | 0.03% | -13.5% |
| Q3 2017 | $1,768,000 | +7.6% | 13,300 | +5.3% | 0.04% | +15.6% |
| Q2 2017 | $1,643,000 | – | 12,636 | – | 0.03% | – |
Download | ||||||
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% |