ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,829 | -10.0% | 119 | 0.0% | 0.00% | – |
| Q2 2023 | $9,810 | -2.3% | 119 | 0.0% | 0.00% | – |
| Q1 2023 | $10,045 | -3.3% | 119 | 0.0% | 0.00% | – |
| Q4 2022 | $10,384 | +15.4% | 119 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -18.2% | 119 | -7.0% | 0.00% | – |
| Q2 2022 | $11,000 | 0.0% | 128 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | +10.0% | 128 | +7.6% | 0.00% | – |
| Q4 2021 | $10,000 | +11.1% | 119 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | 0.0% | 119 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 119 | +98.3% | 0.00% | – |
| Q3 2020 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2020 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -11.1% | 60 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2019 | $9,000 | +12.5% | 60 | 0.0% | 0.00% | – |
| Q1 2019 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2018 | $8,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2018 | $8,000 | +14.3% | 60 | 0.0% | 0.00% | – |
| Q2 2018 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q1 2018 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q4 2017 | $7,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q3 2017 | $7,000 | – | 60 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |