ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,339,808 | -14.1% | 18,208 | -4.5% | 0.00% | 0.0% |
| Q2 2023 | $1,558,973 | -2.9% | 19,069 | -0.6% | 0.00% | 0.0% |
| Q1 2023 | $1,605,923 | -28.8% | 19,182 | -26.4% | 0.00% | -33.3% |
| Q4 2022 | $2,255,893 | +9.0% | 26,068 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $2,069,000 | -5.1% | 25,498 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $2,181,000 | -8.2% | 25,481 | -2.4% | 0.00% | 0.0% |
| Q1 2022 | $2,376,000 | +7.0% | 26,108 | +3.9% | 0.00% | 0.0% |
| Q4 2021 | $2,220,000 | +121.8% | 25,118 | +98.0% | 0.00% | +200.0% |
| Q3 2021 | $1,001,000 | +8.5% | 12,684 | +7.8% | 0.00% | 0.0% |
| Q2 2021 | $923,000 | +276.7% | 11,762 | +282.1% | 0.00% | – |
| Q1 2021 | $245,000 | -68.2% | 3,078 | -41.6% | 0.00% | -100.0% |
| Q3 2020 | $770,000 | -22.4% | 5,275 | -25.5% | 0.00% | 0.0% |
| Q2 2020 | $992,000 | -73.0% | 7,076 | -73.5% | 0.00% | -80.0% |
| Q1 2020 | $3,672,000 | -5.4% | 26,683 | +10.8% | 0.01% | +25.0% |
| Q4 2019 | $3,880,000 | +207.2% | 24,085 | +203.4% | 0.01% | +166.7% |
| Q3 2019 | $1,263,000 | +1.1% | 7,939 | -4.9% | 0.00% | 0.0% |
| Q2 2019 | $1,249,000 | -19.6% | 8,351 | -21.2% | 0.00% | -25.0% |
| Q1 2019 | $1,553,000 | +16.5% | 10,602 | +6.4% | 0.00% | 0.0% |
| Q4 2018 | $1,333,000 | -13.2% | 9,962 | -13.2% | 0.00% | 0.0% |
| Q3 2018 | $1,536,000 | +9.2% | 11,480 | +8.2% | 0.00% | 0.0% |
| Q2 2018 | $1,407,000 | -22.3% | 10,613 | -24.9% | 0.00% | -33.3% |
| Q1 2018 | $1,810,000 | +11.9% | 14,124 | +16.4% | 0.01% | +20.0% |
| Q4 2017 | $1,618,000 | -52.5% | 12,137 | -52.6% | 0.01% | -58.3% |
| Q3 2017 | $3,406,000 | -34.3% | 25,595 | -35.8% | 0.01% | -36.8% |
| Q2 2017 | $5,185,000 | +31.7% | 39,850 | +29.7% | 0.02% | +26.7% |
| Q1 2017 | $3,938,000 | +260.0% | 30,721 | +245.3% | 0.02% | +200.0% |
| Q3 2016 | $1,094,000 | +18.8% | 8,897 | +27.0% | 0.01% | +25.0% |
| Q2 2016 | $921,000 | -33.9% | 7,007 | -37.9% | 0.00% | -42.9% |
| Q1 2016 | $1,394,000 | +32.9% | 11,275 | +13.2% | 0.01% | -22.2% |
| Q3 2014 | $1,049,000 | -5.8% | 9,963 | -0.4% | 0.01% | -10.0% |
| Q2 2014 | $1,114,000 | +6.1% | 10,005 | -0.7% | 0.01% | 0.0% |
| Q1 2014 | $1,050,000 | – | 10,077 | – | 0.01% | – |
Download | ||||||
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% |