# ISHARES TR (IDU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IDU/

- Reporting holders: 8
- Reported value: $4.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.8M | 18,045 | 0.4% | 16 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $1.7M | 16,729 | 0.7% | 27 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $332.4K | 3,296 | 0.1% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $218.8K | 2,169 | 0.0% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $66.2K | 656 | 0.0% | 9 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $47.0K | 466 | 0.0% | 13 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $5.0K | 50 | 0.0% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $2.2K | 22 | 0.0% | 32 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $158 | 1,566 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $4.2M |
| Q2 2026 | 290 | $660.2M |
| Q1 2026 | 300 | $1.0B |
| Q4 2025 | 310 | $1.1B |
| Q3 2025 | 273 | $882.7M |
| Q2 2025 | 266 | $717.4M |
| Q1 2025 | 254 | $723.4M |
| Q4 2024 | 270 | $648.1M |
| Q3 2024 | 255 | $793.4M |
| Q2 2024 | 235 | $594.8M |
| Q1 2024 | 204 | $463.2M |
| Q4 2023 | 214 | $405.7M |