ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,923 | -11.7% | 30,755 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $2,562,667 | -4.3% | 31,348 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $2,678,028 | -4.4% | 31,992 | -1.2% | 0.00% | -33.3% |
| Q4 2022 | $2,802,025 | +5.3% | 32,378 | -1.3% | 0.00% | 0.0% |
| Q3 2022 | $2,661,000 | -5.3% | 32,812 | -0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,809,000 | -7.6% | 32,822 | -1.8% | 0.00% | 0.0% |
| Q1 2022 | $3,040,000 | +0.9% | 33,412 | -1.9% | 0.00% | +50.0% |
| Q4 2021 | $3,014,000 | +9.3% | 34,071 | -2.4% | 0.00% | -33.3% |
| Q3 2021 | $2,757,000 | -0.1% | 34,919 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $2,761,000 | -3.3% | 35,168 | -2.0% | 0.00% | 0.0% |
| Q1 2021 | $2,855,000 | -0.2% | 35,874 | -2.7% | 0.00% | 0.0% |
| Q4 2020 | $2,860,000 | +3.8% | 36,859 | +95.3% | 0.00% | 0.0% |
| Q3 2020 | $2,756,000 | +3.2% | 18,871 | -1.0% | 0.00% | -25.0% |
| Q2 2020 | $2,671,000 | +1.0% | 19,055 | -0.5% | 0.00% | +33.3% |
| Q1 2020 | $2,644,000 | -16.9% | 19,144 | -2.4% | 0.00% | 0.0% |
| Q4 2019 | $3,180,000 | -1.1% | 19,620 | -0.7% | 0.00% | 0.0% |
| Q3 2019 | $3,216,000 | +9.4% | 19,750 | +1.2% | 0.00% | 0.0% |
| Q2 2019 | $2,941,000 | +1.1% | 19,507 | -1.2% | 0.00% | 0.0% |
| Q1 2019 | $2,909,000 | -0.7% | 19,751 | -9.5% | 0.00% | 0.0% |
| Q4 2018 | $2,930,000 | -2.2% | 21,829 | -2.4% | 0.00% | 0.0% |
| Q3 2018 | $2,997,000 | -0.3% | 22,356 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $3,007,000 | -3.6% | 22,787 | -6.9% | 0.00% | 0.0% |
| Q1 2018 | $3,118,000 | -22.1% | 24,464 | -18.8% | 0.00% | -25.0% |
| Q4 2017 | $4,005,000 | -0.7% | 30,141 | -0.7% | 0.00% | 0.0% |
| Q3 2017 | $4,035,000 | -0.9% | 30,367 | -3.0% | 0.00% | 0.0% |
| Q2 2017 | $4,071,000 | +1.5% | 31,311 | +0.3% | 0.00% | 0.0% |
| Q1 2017 | $4,011,000 | +3.3% | 31,229 | -2.0% | 0.00% | 0.0% |
| Q4 2016 | $3,883,000 | -3.8% | 31,880 | -3.2% | 0.00% | -20.0% |
| Q3 2016 | $4,038,000 | -9.1% | 32,938 | -2.7% | 0.01% | 0.0% |
| Q2 2016 | $4,442,000 | +6.4% | 33,840 | +0.2% | 0.01% | 0.0% |
| Q1 2016 | $4,175,000 | +14.8% | 33,764 | +0.2% | 0.01% | +25.0% |
| Q4 2015 | $3,638,000 | -1.9% | 33,713 | -1.9% | 0.00% | 0.0% |
| Q3 2015 | $3,708,000 | -49.7% | 34,370 | -51.7% | 0.00% | -50.0% |
| Q2 2015 | $7,372,000 | -8.5% | 71,116 | -1.4% | 0.01% | -11.1% |
| Q1 2015 | $8,060,000 | -2.1% | 72,118 | +3.5% | 0.01% | 0.0% |
| Q4 2014 | $8,237,000 | +12.0% | 69,653 | -0.3% | 0.01% | 0.0% |
| Q3 2014 | $7,354,000 | +2.5% | 69,859 | +8.4% | 0.01% | 0.0% |
| Q2 2014 | $7,177,000 | +6.8% | 64,441 | -0.1% | 0.01% | 0.0% |
| Q1 2014 | $6,723,000 | +14.0% | 64,530 | +4.9% | 0.01% | +12.5% |
| Q4 2013 | $5,895,000 | +6.8% | 61,525 | +4.6% | 0.01% | 0.0% |
| Q3 2013 | $5,521,000 | -1.8% | 58,800 | -1.1% | 0.01% | 0.0% |
| Q2 2013 | $5,622,000 | – | 59,452 | – | 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% |