ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $206,782 | -85.5% | 2,353 | -86.1% | 0.00% | -87.5% |
| Q1 2024 | $1,428,050 | +1.6% | 16,896 | -4.0% | 0.02% | -5.9% |
| Q4 2023 | $1,406,049 | -67.5% | 17,591 | -70.1% | 0.02% | -69.6% |
| 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 | 624,565 | $51,058,163 | 1.90% |
| BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
| First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
| San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
| LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
| Essex LLC | 58,552 | $4,786,626 | 0.67% |
| TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
| COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
| Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |