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 | $24,828 | +80.0% | 338 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $13,792 | -1.8% | 169 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $14,050 | -2.6% | 168 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $14,431 | +11.0% | 167 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | -7.1% | 166 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -6.7% | 165 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | +7.1% | 164 | +0.6% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 163 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 162 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 161 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +8.3% | 160 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $12,000 | +9.1% | 159 | +101.3% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 79 | +1.3% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | 0.0% | 78 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $11,000 | – | 78 | – | 0.00% | – |
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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% |