JAMES INVESTMENT RESEARCH INC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JAMES INVESTMENT RESEARCH INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$100.0%1150.0%0.00%0.0%
Q4 2022$10
-99.9%
1150.0%0.00%0.0%
Q3 2022$9,000
-64.0%
115
-60.3%
0.00%
-66.7%
Q2 2022$25,000
-3.8%
2900.0%0.00%0.0%
Q1 2022$26,0000.0%2900.0%0.00%
+50.0%
Q4 2021$26,000
+13.0%
2900.0%0.00%0.0%
Q3 2021$23,0000.0%2900.0%0.00%0.0%
Q2 2021$23,0000.0%2900.0%0.00%0.0%
Q1 2021$23,0000.0%2900.0%0.00%0.0%
Q4 2020$23,000
+9.5%
290
+100.0%
0.00%0.0%
Q3 2020$21,000
+5.0%
1450.0%0.00%0.0%
Q2 2020$20,000
-51.2%
145
-51.7%
0.00%
-50.0%
Q1 2020$41,000
-16.3%
3000.0%0.00%
+33.3%
Q4 2019$49,0000.0%3000.0%0.00%
-25.0%
Q3 2019$49,000
+8.9%
3000.0%0.00%
+33.3%
Q2 2019$45,000
-69.8%
300
-74.1%
0.00%
-25.0%
Q1 2017$149,000
+5.7%
1,1600.0%0.00%0.0%
Q4 2016$141,000
-0.7%
1,1600.0%0.00%0.0%
Q3 2016$142,000
-6.6%
1,1600.0%0.00%0.0%
Q2 2016$152,000
+6.3%
1,1600.0%0.00%
+33.3%
Q1 2016$143,000
+14.4%
1,1600.0%0.00%0.0%
Q4 2015$125,0000.0%1,1600.0%0.00%0.0%
Q3 2015$125,000
+4.2%
1,1600.0%0.00%0.0%
Q2 2015$120,000
-7.7%
1,1600.0%0.00%0.0%
Q1 2015$130,000
-26.1%
1,160
-22.1%
0.00%
-40.0%
Q4 2014$176,000
-16.6%
1,490
-25.5%
0.01%
-28.6%
Q3 2014$211,000
-5.4%
2,0000.0%0.01%0.0%
Q2 2014$223,000
+7.2%
2,0000.0%0.01%0.0%
Q1 2014$208,000
-28.3%
2,000
-33.8%
0.01%
-22.2%
Q4 2013$290,000
+54.3%
3,020
+51.0%
0.01%
+28.6%
Q3 2013$188,000
-0.5%
2,0000.0%0.01%
-12.5%
Q2 2013$189,0002,0000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders