ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,409,511 | -21.6% | 223,016 | -12.9% | 0.00% | 0.0% |
| Q2 2023 | $20,932,979 | -49.3% | 256,061 | -48.1% | 0.00% | -50.0% |
| Q1 2023 | $41,318,671 | -21.1% | 493,593 | -18.5% | 0.00% | -33.3% |
| Q4 2022 | $52,381,270 | +13.3% | 605,284 | +6.2% | 0.01% | 0.0% |
| Q3 2022 | $46,241,000 | +8.2% | 569,969 | +14.2% | 0.01% | +20.0% |
| Q2 2022 | $42,719,000 | +14.9% | 499,043 | +22.1% | 0.01% | +25.0% |
| Q1 2022 | $37,194,000 | +106.4% | 408,719 | +100.5% | 0.00% | +100.0% |
| Q4 2021 | $18,024,000 | +19.7% | 203,819 | +6.9% | 0.00% | 0.0% |
| Q3 2021 | $15,058,000 | -11.2% | 190,745 | -11.7% | 0.00% | 0.0% |
| Q2 2021 | $16,966,000 | +7.5% | 216,131 | +9.0% | 0.00% | 0.0% |
| Q1 2021 | $15,778,000 | -0.2% | 198,331 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $15,810,000 | -8.0% | 203,736 | +73.2% | 0.00% | 0.0% |
| Q3 2020 | $17,177,000 | -33.2% | 117,633 | -35.9% | 0.00% | -50.0% |
| Q2 2020 | $25,730,000 | -24.7% | 183,522 | -25.8% | 0.00% | -33.3% |
| Q1 2020 | $34,163,000 | -14.5% | 247,399 | +0.3% | 0.01% | 0.0% |
| Q4 2019 | $39,959,000 | -12.1% | 246,586 | -11.7% | 0.01% | -14.3% |
| Q3 2019 | $45,468,000 | +15.7% | 279,202 | +7.2% | 0.01% | +16.7% |
| Q2 2019 | $39,290,000 | +11.5% | 260,560 | +9.0% | 0.01% | +20.0% |
| Q1 2019 | $35,223,000 | +149.5% | 239,107 | +127.4% | 0.01% | +150.0% |
| Q4 2018 | $14,115,000 | +39.9% | 105,165 | +39.7% | 0.00% | 0.0% |
| Q3 2018 | $10,092,000 | +7.8% | 75,274 | +6.1% | 0.00% | 0.0% |
| Q2 2018 | $9,361,000 | -11.4% | 70,947 | -14.4% | 0.00% | 0.0% |
| Q1 2018 | $10,565,000 | -29.0% | 82,894 | -26.0% | 0.00% | 0.0% |
| Q4 2017 | $14,879,000 | +3.8% | 111,986 | +3.8% | 0.00% | 0.0% |
| Q3 2017 | $14,335,000 | -21.3% | 107,854 | -23.0% | 0.00% | -50.0% |
| Q2 2017 | $18,209,000 | +55.4% | 140,042 | +53.4% | 0.00% | +100.0% |
| Q1 2017 | $11,720,000 | -13.1% | 91,270 | -17.5% | 0.00% | -33.3% |
| Q4 2016 | $13,485,000 | -54.0% | 110,689 | -53.7% | 0.00% | -50.0% |
| Q3 2016 | $29,290,000 | -14.3% | 238,966 | -8.2% | 0.01% | -25.0% |
| Q2 2016 | $34,163,000 | +10.8% | 260,248 | +4.4% | 0.01% | +14.3% |
| Q1 2016 | $30,827,000 | -46.5% | 249,238 | -53.3% | 0.01% | -50.0% |
| Q4 2015 | $57,617,000 | +326.1% | 533,896 | +326.0% | 0.01% | +366.7% |
| Q3 2015 | $13,522,000 | +16.4% | 125,327 | +11.9% | 0.00% | -25.0% |
| Q2 2015 | $11,614,000 | -31.3% | 112,042 | -26.0% | 0.00% | -33.3% |
| Q1 2015 | $16,912,000 | -23.5% | 151,325 | -19.0% | 0.01% | -25.0% |
| Q4 2014 | $22,098,000 | +31.3% | 186,841 | +16.8% | 0.01% | +60.0% |
| Q3 2014 | $16,836,000 | -38.2% | 159,929 | -34.6% | 0.01% | -44.4% |
| Q2 2014 | $27,234,000 | +51.5% | 244,537 | +41.7% | 0.01% | +28.6% |
| Q1 2014 | $17,982,000 | +67.3% | 172,586 | +53.8% | 0.01% | +75.0% |
| Q4 2013 | $10,751,000 | -0.4% | 112,193 | -2.4% | 0.00% | 0.0% |
| Q3 2013 | $10,793,000 | -38.1% | 114,954 | -37.6% | 0.00% | -42.9% |
| Q2 2013 | $17,431,000 | – | 184,297 | – | 0.01% | – |
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% |