ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 166 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $610,591 | -83.7% | 7,469 | -83.3% | 0.07% | -84.6% |
| Q1 2023 | $3,745,110 | -51.5% | 44,739 | -49.9% | 0.43% | -57.7% |
| Q4 2022 | $7,726,935 | +22.8% | 89,287 | +15.2% | 1.02% | +11.7% |
| Q3 2022 | $6,290,000 | +61.3% | 77,533 | +70.2% | 0.91% | +69.9% |
| Q2 2022 | $3,899,000 | +91.8% | 45,551 | +98.1% | 0.54% | +142.1% |
| Q4 2021 | $2,033,000 | +13.6% | 22,991 | +1.4% | 0.22% | -9.8% |
| Q3 2021 | $1,790,000 | -33.7% | 22,677 | +26.6% | 0.24% | -66.3% |
| Q2 2019 | $2,701,000 | +1002.4% | 17,913 | +870.4% | 0.73% | +680.6% |
| Q4 2017 | $245,000 | -0.8% | 1,846 | -1.0% | 0.09% | -3.1% |
| Q3 2017 | $247,000 | +2.9% | 1,864 | +1.0% | 0.10% | +2.1% |
| Q2 2017 | $240,000 | +1.3% | 1,846 | 0.0% | 0.09% | -3.1% |
| Q1 2017 | $237,000 | – | 1,846 | – | 0.10% | – |
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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% |