ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,281,617 | -58.1% | 17,418 | -53.4% | 0.00% | -100.0% |
| Q2 2023 | $3,058,432 | -23.5% | 37,412 | -21.7% | 0.00% | 0.0% |
| Q1 2023 | $3,999,831 | +96.1% | 47,782 | +102.7% | 0.00% | – |
| Q4 2022 | $2,040,007 | -10.1% | 23,573 | -15.7% | 0.00% | -100.0% |
| Q3 2022 | $2,268,000 | -49.5% | 27,951 | -46.7% | 0.00% | 0.0% |
| Q2 2022 | $4,491,000 | +89.2% | 52,457 | +101.1% | 0.00% | – |
| Q1 2022 | $2,374,000 | -30.4% | 26,088 | -32.3% | 0.00% | -100.0% |
| Q4 2021 | $3,410,000 | +23.4% | 38,559 | +10.2% | 0.00% | 0.0% |
| Q3 2021 | $2,763,000 | +34.6% | 34,998 | +33.8% | 0.00% | – |
| Q2 2021 | $2,053,000 | -1.3% | 26,156 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $2,081,000 | +155.7% | 26,156 | +149.4% | 0.00% | – |
| Q4 2020 | $814,000 | -81.6% | 10,488 | -65.3% | 0.00% | -100.0% |
| Q3 2020 | $4,412,000 | +4.1% | 30,210 | -0.1% | 0.00% | 0.0% |
| Q2 2020 | $4,238,000 | +434.4% | 30,234 | +517.9% | 0.00% | – |
| Q4 2019 | $793,000 | +240.3% | 4,893 | +242.4% | 0.00% | – |
| Q3 2019 | $233,000 | +8.4% | 1,429 | 0.0% | 0.00% | – |
| Q2 2019 | $215,000 | -90.9% | 1,429 | -91.1% | 0.00% | -100.0% |
| Q1 2019 | $2,360,000 | +887.4% | 16,018 | +800.4% | 0.00% | – |
| Q4 2018 | $239,000 | 0.0% | 1,779 | 0.0% | 0.00% | – |
| Q3 2018 | $239,000 | +1.7% | 1,779 | 0.0% | 0.00% | – |
| Q2 2018 | $235,000 | -96.4% | 1,779 | -96.6% | 0.00% | -100.0% |
| Q1 2018 | $6,600,000 | -4.1% | 51,779 | -0.1% | 0.00% | 0.0% |
| Q4 2017 | $6,885,000 | -13.5% | 51,824 | -13.4% | 0.00% | 0.0% |
| Q3 2017 | $7,958,000 | +16.9% | 59,875 | +14.4% | 0.00% | 0.0% |
| Q2 2017 | $6,808,000 | +2.1% | 52,357 | +0.8% | 0.00% | 0.0% |
| Q1 2017 | $6,670,000 | +4.2% | 51,943 | -1.1% | 0.00% | 0.0% |
| Q4 2016 | $6,399,000 | -1.2% | 52,518 | -0.6% | 0.00% | 0.0% |
| Q3 2016 | $6,475,000 | -17.3% | 52,831 | -11.4% | 0.00% | -33.3% |
| Q2 2016 | $7,827,000 | -50.1% | 59,622 | -53.0% | 0.00% | -40.0% |
| Q1 2016 | $15,691,000 | +16.1% | 126,867 | +1.3% | 0.01% | +25.0% |
| Q4 2015 | $13,517,000 | +6.3% | 125,250 | +6.2% | 0.00% | 0.0% |
| Q3 2015 | $12,721,000 | +4.1% | 117,908 | +0.1% | 0.00% | 0.0% |
| Q2 2015 | $12,215,000 | +8.9% | 117,839 | +17.4% | 0.00% | 0.0% |
| Q1 2015 | $11,220,000 | +67.9% | 100,397 | +77.7% | 0.00% | +100.0% |
| Q4 2014 | $6,682,000 | -81.2% | 56,500 | -83.3% | 0.00% | -81.8% |
| Q3 2014 | $35,516,000 | -15.6% | 337,379 | -10.7% | 0.01% | -15.4% |
| Q2 2014 | $42,079,000 | +3.9% | 377,827 | -2.8% | 0.01% | 0.0% |
| Q1 2014 | $40,511,000 | +12.4% | 388,818 | +3.4% | 0.01% | +8.3% |
| Q4 2013 | $36,033,000 | +2.3% | 376,050 | +0.3% | 0.01% | -7.7% |
| Q3 2013 | $35,213,000 | +6143.4% | 375,041 | +5646.0% | 0.01% | – |
| Q4 2012 | $564,000 | +60.2% | 6,527 | +65.8% | 0.00% | – |
| Q3 2012 | $352,000 | -23.1% | 3,937 | -22.5% | 0.00% | – |
| Q2 2012 | $458,000 | -47.3% | 5,082 | -49.6% | 0.00% | – |
| Q1 2012 | $869,000 | – | 10,088 | – | 0.00% | – |
Download | ||||||
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% |