ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,146,000 | -7.1% | 13,391 | -1.2% | 0.25% | +17.1% |
| Q1 2022 | $1,234,000 | -30.6% | 13,560 | +23.5% | 0.21% | -26.6% |
| Q4 2019 | $1,779,000 | -25.5% | 10,976 | -39.0% | 0.29% | -36.0% |
| Q4 2017 | $2,389,000 | -34.9% | 17,982 | -34.8% | 0.45% | -37.2% |
| Q3 2017 | $3,667,000 | +16.6% | 27,592 | +6.9% | 0.71% | +36.9% |
| Q4 2016 | $3,145,000 | +0.6% | 25,818 | +1.3% | 0.52% | +16.3% |
| Q3 2016 | $3,125,000 | -75.6% | 25,496 | -73.8% | 0.45% | -76.6% |
| Q2 2016 | $12,782,000 | +265.3% | 97,369 | +211.0% | 1.91% | +501.9% |
| Q1 2015 | $3,499,000 | +36.0% | 31,304 | +44.0% | 0.32% | +147.7% |
| Q4 2014 | $2,572,000 | +89.5% | 21,744 | +68.7% | 0.13% | +88.2% |
| Q3 2014 | $1,357,000 | +35.7% | 12,887 | +43.6% | 0.07% | +51.1% |
| Q2 2014 | $1,000,000 | -97.7% | 8,977 | -98.1% | 0.04% | -96.5% |
| Q3 2013 | $43,293,000 | +385.1% | 461,102 | +388.7% | 1.28% | +199.8% |
| Q2 2013 | $8,924,000 | +25.7% | 94,355 | +29.0% | 0.43% | +29.5% |
| Q1 2013 | $7,100,000 | +20.1% | 73,123 | +6.9% | 0.33% | +11.1% |
| Q4 2012 | $5,910,000 | – | 68,432 | – | 0.30% | – |
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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% |