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 | $457,668 | -21.2% | 6,220 | -12.4% | 0.00% | – |
| Q2 2023 | $580,752 | -22.0% | 7,104 | -20.2% | 0.00% | -100.0% |
| Q1 2023 | $745,019 | -4.0% | 8,900 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $776,350 | +0.8% | 8,971 | -5.6% | 0.00% | 0.0% |
| Q3 2022 | $770,000 | -7.8% | 9,502 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $835,000 | +13816.7% | 9,749 | +14450.7% | 0.00% | – |
| Q1 2022 | $6,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q4 2021 | $6,000 | +20.0% | 67 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | -93.8% | 67 | -93.5% | 0.00% | – |
| Q2 2021 | $80,000 | +2.6% | 1,025 | +4.7% | 0.00% | – |
| Q1 2021 | $78,000 | -32.8% | 979 | -34.3% | 0.00% | – |
| Q4 2020 | $116,000 | -66.2% | 1,490 | -36.6% | 0.00% | – |
| Q3 2020 | $343,000 | -20.2% | 2,350 | -23.5% | 0.00% | – |
| Q2 2020 | $430,000 | +129.9% | 3,070 | +127.2% | 0.00% | – |
| Q1 2020 | $187,000 | +112.5% | 1,351 | +149.3% | 0.00% | – |
| Q4 2019 | $88,000 | +12.8% | 542 | +12.4% | 0.00% | – |
| Q3 2019 | $78,000 | +6.8% | 482 | 0.0% | 0.00% | – |
| Q2 2019 | $73,000 | +2.8% | 482 | 0.0% | 0.00% | – |
| Q1 2019 | $71,000 | +29.1% | 482 | +18.4% | 0.00% | – |
| Q4 2018 | $55,000 | +292.9% | 407 | +280.4% | 0.00% | – |
| Q3 2018 | $14,000 | -77.8% | 107 | -77.7% | 0.00% | – |
| Q2 2018 | $63,000 | -48.4% | 479 | -49.8% | 0.00% | – |
| Q1 2018 | $122,000 | -3.9% | 955 | 0.0% | 0.00% | – |
| Q4 2017 | $127,000 | 0.0% | 955 | 0.0% | 0.00% | – |
| Q3 2017 | $127,000 | -98.1% | 955 | -98.1% | 0.00% | -100.0% |
| Q2 2017 | $6,642,000 | +1.2% | 51,081 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $6,560,000 | +6.4% | 51,081 | +0.9% | 0.01% | 0.0% |
| Q4 2016 | $6,167,000 | -0.4% | 50,621 | +0.2% | 0.01% | 0.0% |
| Q3 2016 | $6,189,000 | -7.4% | 50,495 | -0.9% | 0.01% | -14.3% |
| Q2 2016 | $6,687,000 | +6.1% | 50,942 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $6,301,000 | +14.4% | 50,942 | -0.3% | 0.01% | +40.0% |
| Q4 2015 | $5,510,000 | -2.8% | 51,084 | -2.7% | 0.01% | 0.0% |
| Q3 2015 | $5,667,000 | +6.4% | 52,522 | +2.2% | 0.01% | 0.0% |
| Q2 2015 | $5,326,000 | +22.9% | 51,384 | +32.5% | 0.01% | +25.0% |
| Q1 2015 | $4,334,000 | +2077.9% | 38,785 | +2203.1% | 0.00% | – |
| Q4 2014 | $199,000 | +12.4% | 1,684 | 0.0% | 0.00% | – |
| Q3 2014 | $177,000 | -29.2% | 1,684 | -25.1% | 0.00% | – |
| Q2 2014 | $250,000 | -95.4% | 2,247 | -95.7% | 0.00% | -100.0% |
| Q1 2014 | $5,446,000 | +2433.0% | 52,269 | +2230.3% | 0.01% | – |
| Q4 2013 | $215,000 | -95.6% | 2,243 | -95.7% | 0.00% | -100.0% |
| Q3 2013 | $4,902,000 | -0.8% | 52,211 | -0.1% | 0.01% | 0.0% |
| Q2 2013 | $4,943,000 | – | 52,267 | – | 0.01% | – |
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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% |