ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $891,421 | +101428.6% | 12,115 | +20.5% | 0.01% | -28.6% |
| Q4 2022 | $878 | -99.9% | 10,056 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $796,000 | -14.3% | 10,056 | -8.2% | 0.01% | -12.5% |
| Q2 2022 | $929,000 | +10.9% | 10,958 | +22.3% | 0.01% | +33.3% |
| Q1 2022 | $838,000 | +26.2% | 8,962 | +11.4% | 0.01% | +20.0% |
| Q4 2021 | $664,000 | -1.0% | 8,048 | +0.3% | 0.01% | +25.0% |
| Q3 2021 | $671,000 | -1.6% | 8,020 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $682,000 | +3.2% | 8,020 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $661,000 | +6.1% | 8,020 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $623,000 | -2.2% | 8,020 | +100.0% | 0.00% | -20.0% |
| Q3 2020 | $637,000 | +5.8% | 4,010 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $602,000 | +3.8% | 4,010 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $580,000 | -16.3% | 4,010 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $693,000 | – | 4,010 | – | 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% |