ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 121 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,935,000 | +2.2% | 36,950 | +3.6% | 0.04% | -7.5% |
| Q3 2019 | $5,809,000 | +8.4% | 35,667 | +0.3% | 0.04% | +2.6% |
| Q2 2019 | $5,360,000 | +17.1% | 35,555 | +14.4% | 0.04% | +11.4% |
| Q1 2019 | $4,578,000 | +23.6% | 31,085 | +12.6% | 0.04% | +6.1% |
| Q4 2018 | $3,705,000 | +112.9% | 27,611 | +112.7% | 0.03% | +120.0% |
| Q3 2018 | $1,740,000 | +26.8% | 12,981 | +20.5% | 0.02% | +15.4% |
| Q2 2018 | $1,372,000 | 0.0% | 10,774 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,372,000 | -41.9% | 10,774 | -39.3% | 0.01% | -43.5% |
| Q4 2017 | $2,361,000 | -15.6% | 17,761 | -15.6% | 0.02% | -23.3% |
| Q3 2017 | $2,796,000 | +27.8% | 21,045 | +25.1% | 0.03% | +15.4% |
| Q2 2017 | $2,187,000 | +85.8% | 16,819 | +83.6% | 0.03% | +73.3% |
| Q1 2017 | $1,177,000 | +44.4% | 9,162 | +37.0% | 0.02% | +36.4% |
| Q4 2016 | $815,000 | -33.8% | 6,686 | -33.6% | 0.01% | -38.9% |
| Q3 2016 | $1,231,000 | -52.1% | 10,074 | -48.6% | 0.02% | -56.1% |
| Q2 2016 | $2,570,000 | -34.4% | 19,586 | -38.8% | 0.04% | -40.6% |
| Q1 2016 | $3,919,000 | +318.7% | 31,997 | +268.1% | 0.07% | +305.9% |
| Q4 2015 | $936,000 | -71.9% | 8,692 | -72.3% | 0.02% | -75.4% |
| Q3 2015 | $3,335,000 | +636.2% | 31,376 | +618.8% | 0.07% | +762.5% |
| Q2 2015 | $453,000 | -79.0% | 4,365 | -77.2% | 0.01% | -80.5% |
| Q1 2015 | $2,154,000 | -26.4% | 19,120 | -23.1% | 0.04% | -36.9% |
| Q4 2014 | $2,927,000 | +331.7% | 24,869 | +286.2% | 0.06% | +261.1% |
| Q3 2014 | $678,000 | -54.7% | 6,440 | -52.1% | 0.02% | -56.1% |
| Q2 2014 | $1,496,000 | +195.1% | 13,431 | +175.8% | 0.04% | +173.3% |
| Q1 2014 | $507,000 | +124.3% | 4,870 | +106.4% | 0.02% | +114.3% |
| Q4 2013 | $226,000 | -98.4% | 2,360 | -98.4% | 0.01% | -98.5% |
| Q3 2013 | $14,206,000 | +32.9% | 151,302 | +33.9% | 0.48% | +26.5% |
| Q2 2013 | $10,689,000 | – | 113,011 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |