ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |