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 ↓ |
|---|---|---|---|
| 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% |