ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 209 filers reported holding ISHARES TR in Q2 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% | – |
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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% |