ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $132,376 | -41.1% | 13,381 | +415.4% | 0.01% | -30.0% |
| Q4 2022 | $224,692 | +798.8% | 2,596 | +734.7% | 0.01% | +900.0% |
| Q3 2022 | $25,000 | 0.0% | 311 | +8.4% | 0.00% | -50.0% |
| Q2 2022 | $25,000 | -87.2% | 287 | -86.6% | 0.00% | -81.8% |
| Q1 2022 | $195,000 | +572.4% | 2,142 | +557.1% | 0.01% | +450.0% |
| Q4 2021 | $29,000 | -19.4% | 326 | -27.6% | 0.00% | -33.3% |
| Q1 2021 | $36,000 | +9.1% | 450 | +4.4% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | – | 431 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |