ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526 | -20.8% | 7,146 | -12.1% | 0.00% | -33.3% |
| Q2 2023 | $664 | -1.9% | 8,126 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $677 | +118.4% | 8,082 | +125.4% | 0.00% | +50.0% |
| Q4 2022 | $310 | -99.9% | 3,586 | +13.4% | 0.00% | 0.0% |
| Q3 2022 | $257,000 | +10.8% | 3,162 | +16.6% | 0.00% | +100.0% |
| Q2 2022 | $232,000 | -7.9% | 2,712 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $252,000 | +2.9% | 2,766 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $245,000 | – | 2,766 | – | 0.00% | – |
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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% |