ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,958,633 | -8.8% | 81,114 | +0.3% | 0.48% | -6.6% |
| Q2 2023 | $6,531,387 | -8.2% | 80,834 | -5.7% | 0.52% | -11.3% |
| Q1 2023 | $7,115,006 | -5.2% | 85,692 | -1.2% | 0.58% | -10.6% |
| Q4 2022 | $7,506,651 | +4.0% | 86,742 | -0.8% | 0.65% | -5.2% |
| Q3 2022 | $7,221,000 | -4.8% | 87,456 | -2.3% | 0.69% | -1.8% |
| Q2 2022 | $7,583,000 | -7.8% | 89,540 | -0.8% | 0.70% | -1.5% |
| Q1 2022 | $8,223,000 | – | 90,257 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |