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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $220,888 | -2.3% | 2,702 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $226,183 | -2.0% | 2,702 | +1.3% | 0.00% | 0.0% |
Q4 2022 | $230,802 | +6.4% | 2,667 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $217,000 | -11.4% | 2,667 | -7.0% | 0.00% | 0.0% |
Q2 2022 | $245,000 | -6.1% | 2,867 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $261,000 | +2.8% | 2,867 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $254,000 | +10.4% | 2,867 | -1.7% | 0.00% | 0.0% |
Q3 2021 | $230,000 | -3.8% | 2,917 | -4.1% | 0.00% | 0.0% |
Q2 2021 | $239,000 | -2.0% | 3,042 | -0.8% | 0.00% | 0.0% |
Q1 2021 | $244,000 | -1.6% | 3,067 | -3.9% | 0.00% | 0.0% |
Q4 2020 | $248,000 | +6.4% | 3,192 | +100.0% | 0.00% | 0.0% |
Q3 2020 | $233,000 | +4.0% | 1,596 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $224,000 | +1.4% | 1,596 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $221,000 | -14.7% | 1,596 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $259,000 | -4.1% | 1,596 | -3.8% | 0.00% | -33.3% |
Q3 2019 | $270,000 | +8.0% | 1,659 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $250,000 | +2.0% | 1,659 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $245,000 | +9.9% | 1,659 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $223,000 | -2.6% | 1,659 | -2.9% | 0.00% | 0.0% |
Q3 2018 | $229,000 | -4.2% | 1,709 | -5.5% | 0.00% | 0.0% |
Q2 2018 | $239,000 | -51.2% | 1,809 | -53.0% | 0.00% | 0.0% |
Q1 2018 | $490,000 | +92.2% | 3,848 | +100.0% | 0.00% | 0.0% |
Q4 2017 | $255,000 | 0.0% | 1,924 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $255,000 | -2.3% | 1,924 | -4.2% | 0.00% | -25.0% |
Q2 2017 | $261,000 | +0.4% | 2,008 | -0.8% | 0.00% | 0.0% |
Q1 2017 | $260,000 | +5.3% | 2,024 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $247,000 | -0.4% | 2,024 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $248,000 | -8.8% | 2,024 | -2.4% | 0.00% | 0.0% |
Q2 2016 | $272,000 | +8.4% | 2,074 | +2.5% | 0.00% | 0.0% |
Q1 2016 | $251,000 | +16.2% | 2,024 | +1.3% | 0.00% | 0.0% |
Q4 2015 | $216,000 | +1.4% | 1,999 | +1.3% | 0.00% | 0.0% |
Q3 2015 | $213,000 | -13.1% | 1,974 | -16.5% | 0.00% | 0.0% |
Q2 2015 | $245,000 | -7.2% | 2,363 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $264,000 | -6.4% | 2,363 | -1.0% | 0.00% | 0.0% |
Q4 2014 | $282,000 | +12.4% | 2,388 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $251,000 | -5.6% | 2,388 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $266,000 | +16.2% | 2,388 | +8.6% | 0.00% | 0.0% |
Q1 2014 | $229,000 | +6.0% | 2,199 | -2.2% | 0.00% | 0.0% |
Q4 2013 | $216,000 | -6.1% | 2,249 | -8.2% | 0.00% | 0.0% |
Q3 2013 | $230,000 | -6.1% | 2,449 | -5.8% | 0.00% | -20.0% |
Q2 2013 | $245,000 | -5.8% | 2,599 | -2.8% | 0.01% | 0.0% |
Q1 2013 | $260,000 | – | 2,674 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |