ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,683 | -42.8% | 5,364 | -36.5% | 0.01% | -42.9% |
| Q2 2023 | $690,461 | +12.4% | 8,446 | +15.1% | 0.01% | +7.7% |
| Q1 2023 | $614,097 | -3.9% | 7,336 | -0.6% | 0.01% | -13.3% |
| Q4 2022 | $638,925 | +6.8% | 7,383 | +0.1% | 0.02% | +7.1% |
| Q3 2022 | $598,000 | -5.2% | 7,375 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $631,000 | +5.7% | 7,364 | +12.3% | 0.01% | +27.3% |
| Q1 2022 | $597,000 | +1.0% | 6,556 | -1.9% | 0.01% | +10.0% |
| Q4 2021 | $591,000 | +12.1% | 6,683 | +0.1% | 0.01% | 0.0% |
| Q3 2021 | $527,000 | +0.8% | 6,673 | +0.2% | 0.01% | +11.1% |
| Q2 2021 | $523,000 | -2.2% | 6,662 | -1.0% | 0.01% | -18.2% |
| Q1 2021 | $535,000 | +2.5% | 6,732 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $522,000 | +5.9% | 6,731 | +99.4% | 0.01% | -8.3% |
| Q3 2020 | $493,000 | +3.6% | 3,376 | -0.6% | 0.01% | 0.0% |
| Q2 2020 | $476,000 | +2.8% | 3,397 | +1.4% | 0.01% | -14.3% |
| Q1 2020 | $463,000 | -7.0% | 3,350 | +9.1% | 0.01% | +16.7% |
| Q4 2019 | $498,000 | +2.0% | 3,071 | +2.6% | 0.01% | -7.7% |
| Q3 2019 | $488,000 | +8.2% | 2,994 | +0.1% | 0.01% | +8.3% |
| Q2 2019 | $451,000 | -3.0% | 2,992 | -5.2% | 0.01% | 0.0% |
| Q1 2019 | $465,000 | +9.9% | 3,156 | +0.1% | 0.01% | -7.7% |
| Q4 2018 | $423,000 | +3.4% | 3,154 | +3.4% | 0.01% | +30.0% |
| Q3 2018 | $409,000 | +1.7% | 3,050 | +0.1% | 0.01% | -9.1% |
| Q2 2018 | $402,000 | +3.3% | 3,048 | -0.2% | 0.01% | +10.0% |
| Q1 2018 | $389,000 | -32.3% | 3,054 | -29.4% | 0.01% | -33.3% |
| Q4 2017 | $575,000 | -2.2% | 4,325 | -2.1% | 0.02% | -6.2% |
| Q3 2017 | $588,000 | +2.8% | 4,420 | +0.5% | 0.02% | 0.0% |
| Q2 2017 | $572,000 | -5.6% | 4,398 | -6.9% | 0.02% | -5.9% |
| Q1 2017 | $606,000 | -6.9% | 4,725 | -11.6% | 0.02% | -10.5% |
| Q4 2016 | $651,000 | -71.2% | 5,344 | -71.1% | 0.02% | -71.2% |
| Q3 2016 | $2,263,000 | +11.3% | 18,462 | +19.2% | 0.07% | +8.2% |
| Q2 2016 | $2,034,000 | +13.6% | 15,491 | +7.0% | 0.06% | +13.0% |
| Q1 2016 | $1,790,000 | +296.9% | 14,476 | +246.7% | 0.05% | +315.4% |
| Q4 2015 | $451,000 | 0.0% | 4,175 | 0.0% | 0.01% | -7.1% |
| Q3 2015 | $451,000 | +4.4% | 4,175 | 0.0% | 0.01% | +16.7% |
| Q2 2015 | $432,000 | -36.2% | 4,175 | -31.1% | 0.01% | -33.3% |
| Q1 2015 | $677,000 | -8.5% | 6,060 | -3.2% | 0.02% | -14.3% |
| Q4 2014 | $740,000 | +12.3% | 6,260 | 0.0% | 0.02% | +5.0% |
| Q3 2014 | $659,000 | -5.5% | 6,260 | 0.0% | 0.02% | -4.8% |
| Q2 2014 | $697,000 | +0.9% | 6,260 | -5.7% | 0.02% | 0.0% |
| Q1 2014 | $691,000 | +6.5% | 6,636 | -2.1% | 0.02% | 0.0% |
| Q4 2013 | $649,000 | +3.3% | 6,775 | +1.2% | 0.02% | -4.5% |
| Q3 2013 | $628,000 | -9.5% | 6,695 | -8.8% | 0.02% | -18.5% |
| Q2 2013 | $694,000 | – | 7,340 | – | 0.03% | – |
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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% |