ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $931,000 | +4.1% | 6,946 | +2.5% | 0.12% | -1.7% |
| Q2 2018 | $894,000 | +8.2% | 6,775 | +4.5% | 0.12% | +5.4% |
| Q1 2018 | $826,000 | +3.2% | 6,485 | +7.8% | 0.11% | +2.8% |
| Q4 2017 | $800,000 | +3.5% | 6,018 | +3.5% | 0.11% | -0.9% |
| Q3 2017 | $773,000 | +15.0% | 5,813 | +12.5% | 0.11% | +6.8% |
| Q2 2017 | $672,000 | +14.7% | 5,168 | +13.2% | 0.10% | +10.8% |
| Q1 2017 | $586,000 | +0.5% | 4,565 | -4.6% | 0.09% | 0.0% |
| Q4 2016 | $583,000 | -26.6% | 4,785 | -26.1% | 0.09% | -29.0% |
| Q3 2016 | $794,000 | -3.8% | 6,475 | +3.0% | 0.13% | -7.1% |
| Q2 2016 | $825,000 | +16.0% | 6,285 | +9.4% | 0.14% | +11.9% |
| Q1 2016 | $711,000 | +57.3% | 5,745 | +37.3% | 0.13% | +51.8% |
| Q4 2015 | $452,000 | +0.9% | 4,185 | +0.8% | 0.08% | -4.6% |
| Q3 2015 | $448,000 | +26.6% | 4,150 | +21.5% | 0.09% | +31.8% |
| Q2 2015 | $354,000 | -30.0% | 3,415 | -24.5% | 0.07% | -30.5% |
| Q1 2015 | $506,000 | +1.0% | 4,525 | +6.7% | 0.10% | 0.0% |
| Q4 2014 | $501,000 | +47.4% | 4,240 | +31.3% | 0.10% | +43.9% |
| Q3 2014 | $340,000 | +58.1% | 3,230 | +56.8% | 0.07% | +53.5% |
| Q1 2014 | $215,000 | – | 2,060 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |