ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,727 | -3.7% | 2,541 | -1.4% | 0.02% | -8.7% |
| Q1 2023 | $215,804 | +96673.1% | 2,578 | 0.0% | 0.02% | -8.0% |
| Q4 2022 | $223 | -99.9% | 2,578 | 0.0% | 0.02% | -7.4% |
| Q3 2022 | $209,000 | -5.4% | 2,578 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $221,000 | -6.0% | 2,578 | 0.0% | 0.03% | +3.7% |
| Q1 2022 | $235,000 | +3.1% | 2,578 | 0.0% | 0.03% | +22.7% |
| Q4 2021 | $228,000 | +7.0% | 2,578 | -4.5% | 0.02% | -12.0% |
| Q3 2021 | $213,000 | +0.5% | 2,700 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $212,000 | -1.4% | 2,700 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $215,000 | +2.4% | 2,700 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $210,000 | -13.6% | 2,700 | +80.0% | 0.03% | -22.9% |
| Q4 2019 | $243,000 | -0.4% | 1,500 | 0.0% | 0.04% | -12.5% |
| Q3 2019 | $244,000 | +8.0% | 1,500 | 0.0% | 0.04% | +8.1% |
| Q2 2019 | $226,000 | +2.3% | 1,500 | 0.0% | 0.04% | +5.7% |
| Q1 2019 | $221,000 | +10.0% | 1,500 | 0.0% | 0.04% | +34.6% |
| Q4 2018 | $201,000 | 0.0% | 1,500 | 0.0% | 0.03% | -13.3% |
| Q3 2018 | $201,000 | +1.5% | 1,500 | 0.0% | 0.03% | +7.1% |
| Q2 2018 | $198,000 | +3.7% | 1,500 | 0.0% | 0.03% | +3.7% |
| Q1 2018 | $191,000 | -4.0% | 1,500 | 0.0% | 0.03% | -6.9% |
| Q4 2017 | $199,000 | 0.0% | 1,500 | 0.0% | 0.03% | -9.4% |
| Q3 2017 | $199,000 | – | 1,500 | – | 0.03% | – |
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% |