ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,526 | -10.0% | 361 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,471 | -2.3% | 361 | +0.3% | 0.00% | -50.0% |
| Q1 2023 | $30,152 | -3.2% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,138 | +41.5% | 360 | +39.0% | 0.00% | +100.0% |
| Q3 2022 | $22,000 | 0.0% | 259 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | +22.2% | 259 | +29.5% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -81.4% | 200 | -83.7% | 0.00% | -66.7% |
| Q3 2021 | $97,000 | +1.0% | 1,227 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $96,000 | +17.1% | 1,227 | +19.7% | 0.00% | 0.0% |
| Q1 2021 | $82,000 | – | 1,025 | – | 0.00% | – |
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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% |