ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,185,728 | -14.0% | 70,477 | -4.5% | 0.00% | 0.0% |
| Q2 2023 | $6,032,505 | -21.4% | 73,792 | -19.5% | 0.00% | 0.0% |
| Q1 2023 | $7,675,874 | -4.4% | 91,695 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $8,029,101 | -29.8% | 92,779 | -34.2% | 0.00% | -50.0% |
| Q3 2022 | $11,433,000 | +79.1% | 140,919 | +89.0% | 0.00% | +100.0% |
| Q2 2022 | $6,382,000 | +58.5% | 74,559 | +68.5% | 0.00% | +100.0% |
| Q1 2022 | $4,027,000 | +36.2% | 44,254 | +32.4% | 0.00% | 0.0% |
| Q4 2021 | $2,957,000 | -0.1% | 33,436 | -10.9% | 0.00% | 0.0% |
| Q3 2021 | $2,961,000 | +5.2% | 37,520 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $2,814,000 | -1.6% | 35,847 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $2,861,000 | -41.1% | 35,954 | -42.5% | 0.00% | 0.0% |
| Q4 2020 | $4,857,000 | +1.6% | 62,578 | +91.1% | 0.00% | 0.0% |
| Q3 2020 | $4,782,000 | -41.9% | 32,747 | -44.3% | 0.00% | -50.0% |
| Q2 2020 | $8,236,000 | -59.1% | 58,743 | -59.7% | 0.00% | -71.4% |
| Q1 2020 | $20,118,000 | -5.2% | 145,687 | +11.2% | 0.01% | +16.7% |
| Q4 2019 | $21,231,000 | -2.1% | 131,011 | -1.7% | 0.01% | 0.0% |
| Q3 2019 | $21,694,000 | +16.8% | 133,212 | +8.1% | 0.01% | +20.0% |
| Q2 2019 | $18,579,000 | -17.2% | 123,217 | -19.1% | 0.01% | -28.6% |
| Q1 2019 | $22,425,000 | +43.3% | 152,234 | +30.6% | 0.01% | +40.0% |
| Q4 2018 | $15,649,000 | +381.1% | 116,594 | +380.5% | 0.01% | +400.0% |
| Q3 2018 | $3,253,000 | -13.2% | 24,265 | -14.6% | 0.00% | 0.0% |
| Q2 2018 | $3,748,000 | -9.8% | 28,408 | -12.8% | 0.00% | 0.0% |
| Q1 2018 | $4,153,000 | -14.7% | 32,582 | -11.0% | 0.00% | 0.0% |
| Q4 2017 | $4,867,000 | -55.0% | 36,627 | -55.0% | 0.00% | -66.7% |
| Q3 2017 | $10,821,000 | -30.0% | 81,408 | -31.5% | 0.00% | -40.0% |
| Q2 2017 | $15,453,000 | +63.9% | 118,843 | +61.9% | 0.01% | +66.7% |
| Q1 2017 | $9,427,000 | +48.4% | 73,403 | +40.8% | 0.00% | +50.0% |
| Q4 2016 | $6,353,000 | -58.7% | 52,143 | -58.4% | 0.00% | -66.7% |
| Q3 2016 | $15,367,000 | -40.3% | 125,375 | -36.0% | 0.01% | -40.0% |
| Q2 2016 | $25,721,000 | +43.2% | 195,931 | +34.9% | 0.01% | +42.9% |
| Q1 2016 | $17,963,000 | +325.6% | 145,238 | +271.3% | 0.01% | +250.0% |
| Q4 2015 | $4,221,000 | -3.1% | 39,117 | -3.2% | 0.00% | 0.0% |
| Q3 2015 | $4,357,000 | -4.5% | 40,391 | -8.3% | 0.00% | 0.0% |
| Q2 2015 | $4,563,000 | -59.0% | 44,028 | -55.8% | 0.00% | 0.0% |
| Q1 2015 | $11,126,000 | +35.4% | 99,556 | +43.3% | 0.00% | -33.3% |
| Q4 2014 | $8,217,000 | +32.6% | 69,475 | +18.0% | 0.00% | 0.0% |
| Q3 2014 | $6,199,000 | -56.1% | 58,890 | -53.6% | 0.00% | -50.0% |
| Q2 2014 | $14,127,000 | +57.4% | 126,848 | +47.3% | 0.01% | +50.0% |
| Q1 2014 | $8,974,000 | +56.4% | 86,132 | +43.9% | 0.00% | +100.0% |
| Q4 2013 | $5,737,000 | -26.3% | 59,869 | -27.8% | 0.00% | -50.0% |
| Q3 2013 | $7,787,000 | -19.1% | 82,932 | -18.5% | 0.00% | -20.0% |
| Q2 2013 | $9,624,000 | – | 101,747 | – | 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% |