ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 112 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.69 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $127,000 | +3.3% | 960 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $123,000 | -3.9% | 960 | 0.0% | 0.04% | -2.5% |
| Q4 2017 | $128,000 | -22.0% | 960 | -23.8% | 0.04% | -25.9% |
| Q2 2017 | $164,000 | +0.6% | 1,260 | -0.6% | 0.05% | 0.0% |
| Q1 2017 | $163,000 | +1.9% | 1,267 | -3.8% | 0.05% | -1.8% |
| Q4 2016 | $160,000 | -36.0% | 1,317 | -30.8% | 0.06% | -36.8% |
| Q2 2016 | $250,000 | -0.8% | 1,903 | -6.7% | 0.09% | 0.0% |
| Q1 2016 | $252,000 | +15.1% | 2,040 | +0.5% | 0.09% | +10.1% |
| Q4 2015 | $219,000 | -6.0% | 2,030 | -6.2% | 0.08% | -7.1% |
| Q3 2015 | $233,000 | +3.6% | 2,165 | -0.2% | 0.08% | +11.8% |
| Q2 2015 | $225,000 | -7.4% | 2,170 | -0.2% | 0.08% | -9.5% |
| Q1 2015 | $243,000 | -15.6% | 2,175 | -10.5% | 0.08% | -13.4% |
| Q4 2014 | $288,000 | +15.7% | 2,430 | +2.7% | 0.10% | +6.6% |
| Q3 2014 | $249,000 | -12.6% | 2,365 | -7.6% | 0.09% | -3.2% |
| Q2 2014 | $285,000 | +5.9% | 2,560 | -0.8% | 0.09% | +4.4% |
| Q1 2014 | $269,000 | +6.7% | 2,580 | -1.9% | 0.09% | -8.2% |
| Q4 2013 | $252,000 | +2.0% | 2,630 | 0.0% | 0.10% | -3.9% |
| Q3 2013 | $247,000 | -10.8% | 2,630 | -9.9% | 0.10% | -17.1% |
| Q2 2013 | $277,000 | – | 2,920 | – | 0.12% | – |
Download | ||||||
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% |