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 | $161,000 | -28.1% | 1,200 | -29.4% | 0.06% | -33.0% |
| Q2 2018 | $224,000 | +3.2% | 1,700 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $217,000 | -4.0% | 1,700 | 0.0% | 0.09% | -1.1% |
| Q4 2017 | $226,000 | 0.0% | 1,700 | 0.0% | 0.09% | -4.2% |
| Q3 2017 | $226,000 | +2.3% | 1,700 | 0.0% | 0.10% | +5.6% |
| Q2 2017 | $221,000 | -9.4% | 1,700 | -10.5% | 0.09% | -15.1% |
| Q1 2017 | $244,000 | +17.9% | 1,900 | +11.8% | 0.11% | +10.4% |
| Q4 2016 | $207,000 | +88.2% | 1,700 | +88.9% | 0.10% | +88.2% |
| Q3 2016 | $110,000 | -6.8% | 900 | 0.0% | 0.05% | -7.3% |
| Q2 2016 | $118,000 | – | 900 | – | 0.06% | – |
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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% |