ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 144 filers reported holding ISHARES TR in Q4 2017. 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 ↓ |
|---|---|---|---|
| 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% |