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 | $14,054 | -10.0% | 191 | 0.0% | 0.00% | – |
| Q2 2023 | $15,614 | -52.3% | 191 | -51.2% | 0.00% | – |
| Q1 2023 | $32,731 | -76.4% | 391 | -75.6% | 0.00% | -100.0% |
| Q4 2022 | $138,551 | +6.6% | 1,601 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | +7.4% | 1,601 | +13.5% | 0.00% | 0.0% |
| Q2 2022 | $121,000 | -5.5% | 1,411 | 0.0% | 0.00% | – |
| Q1 2022 | $128,000 | +2.4% | 1,411 | 0.0% | 0.00% | – |
| Q4 2021 | $125,000 | +16.8% | 1,411 | +3.8% | 0.00% | – |
| Q3 2021 | $107,000 | +12.6% | 1,360 | +12.4% | 0.00% | – |
| Q2 2021 | $95,000 | -20.2% | 1,210 | -18.8% | 0.00% | – |
| Q1 2021 | $119,000 | -46.2% | 1,490 | -47.7% | 0.00% | -100.0% |
| Q4 2020 | $221,000 | +6.2% | 2,850 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $208,000 | +4.0% | 1,425 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $200,000 | +1.5% | 1,425 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $197,000 | +24.7% | 1,425 | +46.2% | 0.00% | 0.0% |
| Q4 2019 | $158,000 | -5.4% | 975 | -4.9% | 0.00% | 0.0% |
| Q3 2019 | $167,000 | -1.8% | 1,025 | -8.9% | 0.00% | 0.0% |
| Q2 2019 | $170,000 | +2.4% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | +9.9% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $151,000 | 0.0% | 1,125 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $151,000 | -21.8% | 1,125 | -23.2% | 0.00% | 0.0% |
| Q2 2018 | $193,000 | +1.6% | 1,465 | -1.7% | 0.00% | 0.0% |
| Q1 2018 | $190,000 | -26.9% | 1,490 | -45.1% | 0.00% | – |
| Q4 2013 | $260,000 | -63.9% | 2,715 | -64.7% | 0.00% | -100.0% |
| Q3 2013 | $721,000 | -14.7% | 7,687 | -14.0% | 0.00% | -50.0% |
| Q2 2013 | $845,000 | – | 8,940 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |