ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,332,317 | +19.6% | 58,879 | +32.9% | 0.06% | +24.4% |
| Q2 2023 | $3,622,996 | +941.1% | 44,318 | +1602.6% | 0.04% | +462.5% |
| Q3 2018 | $348,000 | -6.7% | 2,603 | -8.0% | 0.01% | -11.1% |
| Q2 2018 | $373,000 | -5.1% | 2,829 | -8.3% | 0.01% | -10.0% |
| Q1 2018 | $393,000 | -9.2% | 3,084 | -5.6% | 0.01% | -9.1% |
| Q4 2017 | $433,000 | +49.8% | 3,266 | +50.0% | 0.01% | +37.5% |
| Q3 2017 | $289,000 | +5.9% | 2,178 | +3.6% | 0.01% | 0.0% |
| Q2 2017 | $273,000 | +1.5% | 2,102 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $269,000 | – | 2,102 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |