ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 106 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,333,000 | -15.0% | 10,035 | -14.9% | 0.09% | -41.1% |
| Q3 2017 | $1,568,000 | -37.9% | 11,794 | -39.2% | 0.15% | +53.7% |
| Q2 2017 | $2,524,000 | -47.9% | 19,412 | -48.5% | 0.10% | +171.4% |
| Q1 2017 | $4,840,000 | +189.6% | 37,685 | +174.7% | 0.04% | +337.5% |
| Q4 2016 | $1,671,000 | -62.6% | 13,718 | -62.4% | 0.01% | -61.9% |
| Q3 2016 | $4,472,000 | +83.7% | 36,485 | +96.7% | 0.02% | +90.9% |
| Q2 2016 | $2,434,000 | +167.5% | 18,544 | +120.0% | 0.01% | +175.0% |
| Q4 2015 | $910,000 | -75.9% | 8,428 | -75.9% | 0.00% | -75.0% |
| Q3 2015 | $3,777,000 | +76.9% | 35,007 | +69.9% | 0.02% | +60.0% |
| Q2 2015 | $2,135,000 | +34.6% | 20,599 | +45.1% | 0.01% | +42.9% |
| Q1 2015 | $1,586,000 | +52.4% | 14,194 | +43.6% | 0.01% | +75.0% |
| Q3 2014 | $1,041,000 | +32.4% | 9,887 | +20.6% | 0.00% | +33.3% |
| Q4 2013 | $786,000 | – | 8,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |