BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,315,977
+198.9%
15,453
+192.4%
0.00%
Q2 2023$440,316
-79.7%
5,284
-77.0%
0.00%
-100.0%
Q4 2022$2,169,311
+1290.6%
23,019
+1287.5%
0.00%
Q3 2022$156,000
+4.0%
1,6590.0%0.00%
Q2 2022$150,000
+1.4%
1,659
+2.0%
0.00%
Q1 2022$148,000
-58.8%
1,626
-60.0%
0.00%
Q4 2021$359,000
+217.7%
4,070
+195.8%
0.00%
Q3 2021$113,000
+0.9%
1,3760.0%0.00%
Q2 2021$112,000
-35.3%
1,376
-39.2%
0.00%
Q4 2020$173,000
+34.1%
2,264
+168.2%
0.00%
Q3 2020$129,000
+8.4%
844
-0.8%
0.00%
Q2 2020$119,000
-26.5%
851
-29.9%
0.00%
Q1 2020$162,000
+138.2%
1,214
+191.1%
0.00%
Q4 2019$68,000
-58.5%
417
-61.6%
0.00%
Q2 2019$164,000
-0.6%
1,085
-3.1%
0.00%
Q1 2019$165,000
-6.8%
1,120
-15.6%
0.00%
Q4 2018$177,0000.0%1,3270.0%0.00%
Q3 2018$177,000
-5.9%
1,327
-7.1%
0.00%
Q2 2018$188,000
-15.3%
1,429
-18.1%
0.00%
Q1 2018$222,000
-41.7%
1,744
-39.1%
0.00%
Q4 2017$381,000
+144.2%
2,862
+143.8%
0.00%
Q3 2017$156,000
-1.9%
1,174
-3.8%
0.00%
Q2 2017$159,000
+1.3%
1,2200.0%0.00%
Q1 2017$157,000
-44.1%
1,220
-49.1%
0.00%
Q4 2016$281,000
-73.4%
2,397
-72.2%
0.00%
-100.0%
Q3 2016$1,058,000
+8.7%
8,631
+16.5%
0.00%0.0%
Q2 2016$973,000
+566.4%
7,410
+525.3%
0.00%
Q1 2016$146,000
-91.4%
1,185
-92.5%
0.00%
-100.0%
Q4 2015$1,705,000
+1571.6%
15,807
+1574.5%
0.00%
Q3 2015$102,000
-29.7%
944
-32.3%
0.00%
Q2 2015$145,000
-58.5%
1,395
-55.3%
0.00%
Q1 2015$349,000
+9.1%
3,124
+15.3%
0.00%
Q4 2014$320,000
+125.4%
2,710
+100.6%
0.00%
Q3 2014$142,000
-6.0%
1,351
-0.7%
0.00%
Q2 2014$151,000
+7.1%
1,360
+0.7%
0.00%
Q1 2014$141,000
-67.9%
1,351
-70.5%
0.00%
-100.0%
Q4 2013$439,000
+141.2%
4,582
+136.4%
0.00%
Q3 2013$182,000
+6.4%
1,938
+7.0%
0.00%
Q2 2013$171,0001,8120.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders