ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 132 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $285,000 | +1.8% | 2,340 | +2.4% | 0.01% | 0.0% |
| Q3 2016 | $280,000 | -6.7% | 2,285 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $300,000 | +6.0% | 2,285 | 0.0% | 0.01% | +9.1% |
| Q1 2016 | $283,000 | -61.2% | 2,285 | -67.4% | 0.01% | -15.4% |
| Q1 2014 | $729,000 | -13.7% | 7,001 | -20.6% | 0.01% | -7.1% |
| Q4 2013 | $845,000 | +1.7% | 8,818 | -0.4% | 0.01% | -6.7% |
| Q3 2013 | $831,000 | -8.0% | 8,850 | -7.3% | 0.02% | -16.7% |
| Q2 2013 | $903,000 | – | 9,550 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |