ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,063,000 | +0.5% | 13,472 | 0.0% | 0.08% | 0.0% |
| Q2 2021 | $1,058,000 | -1.3% | 13,472 | 0.0% | 0.08% | -7.4% |
| Q1 2021 | $1,072,000 | +2.6% | 13,472 | 0.0% | 0.08% | -2.4% |
| Q4 2020 | $1,045,000 | +6.2% | 13,472 | +100.0% | 0.08% | +12.2% |
| Q3 2020 | $984,000 | +4.2% | 6,736 | 0.0% | 0.07% | -2.6% |
| Q2 2020 | $944,000 | +1.5% | 6,736 | 0.0% | 0.08% | -17.4% |
| Q1 2020 | $930,000 | -14.8% | 6,736 | 0.0% | 0.09% | +3.4% |
| Q4 2019 | $1,092,000 | -0.5% | 6,736 | 0.0% | 0.09% | -9.2% |
| Q3 2019 | $1,097,000 | +8.0% | 6,736 | 0.0% | 0.10% | +7.7% |
| Q2 2019 | $1,016,000 | +2.4% | 6,736 | 0.0% | 0.09% | -1.1% |
| Q1 2019 | $992,000 | +9.7% | 6,736 | 0.0% | 0.09% | 0.0% |
| Q4 2018 | $904,000 | +0.1% | 6,736 | 0.0% | 0.09% | +15.0% |
| Q3 2018 | $903,000 | +1.6% | 6,736 | 0.0% | 0.08% | -4.8% |
| Q2 2018 | $889,000 | +3.5% | 6,736 | 0.0% | 0.08% | +3.7% |
| Q1 2018 | $859,000 | -4.0% | 6,736 | 0.0% | 0.08% | 0.0% |
| Q4 2017 | $895,000 | 0.0% | 6,736 | 0.0% | 0.08% | -3.6% |
| Q3 2017 | $895,000 | +2.2% | 6,736 | 0.0% | 0.08% | 0.0% |
| Q2 2017 | $876,000 | +1.3% | 6,736 | 0.0% | 0.08% | -1.2% |
| Q1 2017 | $865,000 | +5.4% | 6,736 | 0.0% | 0.08% | -1.2% |
| Q4 2016 | $821,000 | -0.6% | 6,736 | 0.0% | 0.09% | -1.1% |
| Q3 2016 | $826,000 | -14.0% | 6,736 | -7.9% | 0.09% | -20.9% |
| Q2 2016 | $960,000 | +6.2% | 7,313 | 0.0% | 0.11% | +4.8% |
| Q1 2016 | $904,000 | +14.6% | 7,313 | 0.0% | 0.10% | +9.4% |
| Q4 2015 | $789,000 | 0.0% | 7,313 | 0.0% | 0.10% | -3.0% |
| Q3 2015 | $789,000 | +4.1% | 7,313 | 0.0% | 0.10% | +7.6% |
| Q2 2015 | $758,000 | -7.2% | 7,313 | 0.0% | 0.09% | -6.1% |
| Q1 2015 | $817,000 | -5.5% | 7,313 | 0.0% | 0.10% | -6.7% |
| Q4 2014 | $865,000 | +12.3% | 7,313 | 0.0% | 0.10% | +8.2% |
| Q3 2014 | $770,000 | -5.4% | 7,313 | 0.0% | 0.10% | -10.2% |
| Q2 2014 | $814,000 | +6.8% | 7,313 | 0.0% | 0.11% | +0.9% |
| Q1 2014 | $762,000 | +8.7% | 7,313 | 0.0% | 0.11% | +4.9% |
| Q4 2013 | $701,000 | +2.0% | 7,313 | 0.0% | 0.10% | -7.3% |
| Q3 2013 | $687,000 | -0.7% | 7,313 | 0.0% | 0.11% | -7.6% |
| Q2 2013 | $692,000 | – | 7,313 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |