ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,369,028 | +2.6% | 39,861 | -3.0% | 0.01% | 0.0% |
| Q4 2023 | $3,283,764 | +1.9% | 41,083 | -6.2% | 0.01% | 0.0% |
| Q3 2023 | $3,222,712 | -12.4% | 43,799 | -2.7% | 0.01% | -16.7% |
| Q2 2023 | $3,679,579 | -10.6% | 45,010 | -8.4% | 0.01% | -14.3% |
| Q1 2023 | $4,113,901 | -19.6% | 49,145 | -16.9% | 0.01% | -22.2% |
| Q4 2022 | $5,118,009 | +6.2% | 59,140 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $4,818,000 | +16.5% | 59,394 | +23.0% | 0.01% | +12.5% |
| Q2 2022 | $4,135,000 | +3.7% | 48,303 | +10.2% | 0.01% | +33.3% |
| Q1 2022 | $3,987,000 | +7.2% | 43,814 | +4.2% | 0.01% | 0.0% |
| Q4 2021 | $3,718,000 | +13.3% | 42,052 | +1.1% | 0.01% | +20.0% |
| Q3 2021 | $3,283,000 | +17.5% | 41,593 | +16.8% | 0.01% | 0.0% |
| Q2 2021 | $2,795,000 | +4.0% | 35,607 | +5.4% | 0.01% | 0.0% |
| Q1 2021 | $2,687,000 | +15.2% | 33,768 | +12.4% | 0.01% | +25.0% |
| Q4 2020 | $2,332,000 | +23.3% | 30,046 | +132.1% | 0.00% | 0.0% |
| Q3 2020 | $1,891,000 | +12.8% | 12,948 | +8.3% | 0.00% | 0.0% |
| Q2 2020 | $1,677,000 | -8.0% | 11,958 | -9.4% | 0.00% | -20.0% |
| Q1 2020 | $1,823,000 | -11.9% | 13,205 | +3.4% | 0.01% | +25.0% |
| Q4 2019 | $2,069,000 | +791.8% | 12,771 | +427.1% | 0.00% | -42.9% |
| Q4 2013 | $232,000 | +2.2% | 2,423 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $227,000 | – | 2,423 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |