ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |