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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,952,596 | -7.8% | 488,618 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $38,998,987 | -1.7% | 477,051 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $39,671,216 | -5.1% | 473,912 | -1.9% | 0.00% | -20.0% |
| Q4 2022 | $41,817,253 | +9.0% | 483,213 | +2.1% | 0.01% | 0.0% |
| Q3 2022 | $38,382,000 | +4.4% | 473,083 | +10.1% | 0.01% | 0.0% |
| Q2 2022 | $36,779,000 | +10.4% | 429,655 | +17.3% | 0.01% | +25.0% |
| Q1 2022 | $33,329,000 | +20.7% | 366,255 | +17.3% | 0.00% | +33.3% |
| Q4 2021 | $27,602,000 | +14.9% | 312,137 | +2.6% | 0.00% | 0.0% |
| Q3 2021 | $24,023,000 | +5.1% | 304,322 | +4.6% | 0.00% | 0.0% |
| Q2 2021 | $22,848,000 | +2.8% | 291,061 | +4.2% | 0.00% | 0.0% |
| Q1 2021 | $22,226,000 | +5.6% | 279,361 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $21,054,000 | -9.7% | 271,314 | +70.0% | 0.00% | -40.0% |
| Q3 2020 | $23,307,000 | -3.6% | 159,615 | -7.4% | 0.01% | 0.0% |
| Q2 2020 | $24,171,000 | -33.7% | 172,404 | -34.7% | 0.01% | -50.0% |
| Q1 2020 | $36,481,000 | +23.0% | 264,180 | +44.4% | 0.01% | +42.9% |
| Q4 2019 | $29,655,000 | +3.7% | 182,995 | +4.2% | 0.01% | -12.5% |
| Q3 2019 | $28,607,000 | +12.2% | 175,656 | +3.9% | 0.01% | +14.3% |
| Q2 2019 | $25,489,000 | +2.6% | 169,036 | +0.2% | 0.01% | 0.0% |
| Q1 2019 | $24,854,000 | +8.7% | 168,717 | -1.0% | 0.01% | 0.0% |
| Q4 2018 | $22,864,000 | +8.9% | 170,351 | +8.8% | 0.01% | +40.0% |
| Q3 2018 | $20,997,000 | +6.4% | 156,621 | +4.7% | 0.01% | 0.0% |
| Q2 2018 | $19,735,000 | +1.8% | 149,567 | -1.6% | 0.01% | 0.0% |
| Q1 2018 | $19,382,000 | -19.3% | 152,073 | -15.9% | 0.01% | -28.6% |
| Q4 2017 | $24,023,000 | -8.1% | 180,800 | -8.0% | 0.01% | -12.5% |
| Q3 2017 | $26,127,000 | +8.1% | 196,578 | +5.8% | 0.01% | +14.3% |
| Q2 2017 | $24,164,000 | -56.1% | 185,840 | -56.6% | 0.01% | -12.5% |
| Q1 2017 | $54,998,000 | +8.9% | 428,266 | +3.3% | 0.01% | 0.0% |
| Q4 2016 | $50,500,000 | -4.5% | 414,506 | -3.9% | 0.01% | -55.6% |
| Q3 2016 | $52,892,000 | -9.4% | 431,529 | -3.0% | 0.02% | -14.3% |
| Q2 2016 | $58,405,000 | +35.3% | 444,922 | +27.5% | 0.02% | +23.5% |
| Q1 2016 | $43,163,000 | +310.6% | 348,990 | +258.3% | 0.02% | +325.0% |
| Q4 2015 | $10,511,000 | +6.1% | 97,403 | +6.1% | 0.00% | 0.0% |
| Q3 2015 | $9,905,000 | +4.9% | 91,796 | +0.8% | 0.00% | +33.3% |
| Q2 2015 | $9,444,000 | -61.9% | 91,109 | -59.0% | 0.00% | -66.7% |
| Q1 2015 | $24,818,000 | -22.6% | 222,060 | -18.1% | 0.01% | -25.0% |
| Q4 2014 | $32,070,000 | +96.2% | 271,156 | +74.6% | 0.01% | +100.0% |
| Q3 2014 | $16,348,000 | +14.7% | 155,303 | +21.4% | 0.01% | 0.0% |
| Q2 2014 | $14,252,000 | +18.6% | 127,971 | +11.0% | 0.01% | +20.0% |
| Q1 2014 | $12,013,000 | +2.8% | 115,297 | -5.4% | 0.01% | 0.0% |
| Q4 2013 | $11,684,000 | -15.9% | 121,941 | -17.6% | 0.01% | -28.6% |
| Q3 2013 | $13,899,000 | -0.9% | 148,026 | -0.1% | 0.01% | 0.0% |
| Q2 2013 | $14,020,000 | – | 148,231 | – | 0.01% | – |
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% |