ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |