ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,707,751 | -77.0% | 23,210 | -68.1% | 0.00% | -50.0% |
| Q2 2023 | $7,412,603 | -10.9% | 72,731 | -26.7% | 0.00% | -33.3% |
| Q1 2023 | $8,317,606 | +8.5% | 99,226 | +11.8% | 0.00% | 0.0% |
| Q4 2022 | $7,669,000 | +30.2% | 88,747 | +22.2% | 0.00% | +50.0% |
| Q3 2022 | $5,892,000 | -12.6% | 72,626 | -7.9% | 0.00% | 0.0% |
| Q2 2022 | $6,742,000 | +1.6% | 78,824 | +7.0% | 0.00% | 0.0% |
| Q1 2022 | $6,638,000 | +155.1% | 73,660 | +150.5% | 0.00% | +100.0% |
| Q4 2021 | $2,602,000 | -15.0% | 29,403 | -22.6% | 0.00% | 0.0% |
| Q3 2021 | $3,061,000 | +9.7% | 37,981 | +7.1% | 0.00% | 0.0% |
| Q2 2021 | $2,791,000 | -17.4% | 35,471 | -15.5% | 0.00% | 0.0% |
| Q1 2021 | $3,378,000 | -25.1% | 41,999 | -27.7% | 0.00% | -50.0% |
| Q4 2020 | $4,510,000 | -2.4% | 58,112 | +83.7% | 0.00% | 0.0% |
| Q3 2020 | $4,619,000 | -37.4% | 31,634 | -39.8% | 0.00% | -33.3% |
| Q2 2020 | $7,373,000 | -25.5% | 52,548 | -25.9% | 0.00% | -40.0% |
| Q1 2020 | $9,894,000 | -27.2% | 70,957 | -15.3% | 0.01% | -16.7% |
| Q4 2019 | $13,582,000 | +3.9% | 83,771 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $13,073,000 | +30.8% | 80,305 | +21.6% | 0.01% | +50.0% |
| Q2 2019 | $9,991,000 | +138.4% | 66,053 | +132.2% | 0.00% | +100.0% |
| Q1 2019 | $4,191,000 | -12.8% | 28,447 | -20.6% | 0.00% | 0.0% |
| Q4 2018 | $4,806,000 | +44.8% | 35,808 | +44.7% | 0.00% | +100.0% |
| Q3 2018 | $3,318,000 | +35.7% | 24,747 | +33.6% | 0.00% | 0.0% |
| Q2 2018 | $2,445,000 | +15.4% | 18,528 | +11.4% | 0.00% | 0.0% |
| Q1 2018 | $2,119,000 | +3.9% | 16,625 | +8.3% | 0.00% | 0.0% |
| Q4 2017 | $2,039,000 | -62.1% | 15,347 | -62.1% | 0.00% | -66.7% |
| Q3 2017 | $5,380,000 | +18.9% | 40,480 | +15.8% | 0.00% | +50.0% |
| Q2 2017 | $4,526,000 | +91.2% | 34,949 | +98.9% | 0.00% | +100.0% |
| Q1 2017 | $2,367,000 | +9.9% | 17,569 | -0.6% | 0.00% | 0.0% |
| Q4 2016 | $2,153,000 | -15.1% | 17,671 | -14.6% | 0.00% | 0.0% |
| Q3 2016 | $2,536,000 | -13.7% | 20,689 | -7.1% | 0.00% | -50.0% |
| Q2 2016 | $2,940,000 | +4.6% | 22,275 | -2.0% | 0.00% | 0.0% |
| Q1 2016 | $2,811,000 | -4.0% | 22,727 | -15.0% | 0.00% | 0.0% |
| Q4 2015 | $2,929,000 | -0.1% | 26,751 | -1.6% | 0.00% | 0.0% |
| Q3 2015 | $2,933,000 | -6.6% | 27,188 | -10.2% | 0.00% | 0.0% |
| Q2 2015 | $3,139,000 | -12.7% | 30,277 | -6.0% | 0.00% | 0.0% |
| Q1 2015 | $3,596,000 | +1.8% | 32,198 | +7.8% | 0.00% | 0.0% |
| Q4 2014 | $3,534,000 | +35.2% | 29,878 | +20.3% | 0.00% | 0.0% |
| Q3 2014 | $2,614,000 | +2.2% | 24,832 | +8.1% | 0.00% | 0.0% |
| Q2 2014 | $2,558,000 | +18.6% | 22,966 | +10.5% | 0.00% | +100.0% |
| Q1 2014 | $2,156,000 | +5.6% | 20,782 | -2.5% | 0.00% | 0.0% |
| Q4 2013 | $2,042,000 | -98.7% | 21,316 | -98.7% | 0.00% | -99.0% |
| Q3 2013 | $154,901,000 | +46.4% | 1,649,216 | +47.2% | 0.10% | +39.7% |
| Q2 2013 | $105,830,000 | – | 1,120,382 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |