ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 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 | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |