ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,326 | -10.3% | 18,021 | -0.4% | 0.40% | -9.3% |
Q2 2023 | $1,479 | +12.6% | 18,086 | +15.3% | 0.44% | +5.3% |
Q1 2023 | $1,313 | +8.8% | 15,686 | +12.4% | 0.42% | -8.1% |
Q4 2022 | $1,207 | -99.9% | 13,951 | -1.1% | 0.46% | +0.2% |
Q3 2022 | $1,144,000 | -1.2% | 14,105 | +4.3% | 0.46% | +12.1% |
Q2 2022 | $1,158,000 | -3.3% | 13,525 | +2.7% | 0.41% | +0.2% |
Q1 2022 | $1,198,000 | +24.9% | 13,168 | +21.5% | 0.40% | +40.6% |
Q4 2021 | $959,000 | +22.0% | 10,841 | +8.9% | 0.29% | +18.0% |
Q3 2021 | $786,000 | +4.8% | 9,955 | +4.1% | 0.24% | +8.9% |
Q2 2021 | $750,000 | +38.9% | 9,560 | +40.9% | 0.22% | +31.8% |
Q1 2021 | $540,000 | +125.0% | 6,783 | +118.9% | 0.17% | +73.5% |
Q4 2020 | $240,000 | – | 3,099 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
Essex LLC | 32,093 | $2,777,328 | 0.84% |
TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |