ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $378,000 | -42.6% | 2,962 | -40.1% | 0.00% | -50.0% |
| Q4 2017 | $658,000 | +4.9% | 4,949 | +5.0% | 0.01% | 0.0% |
| Q3 2017 | $627,000 | -35.6% | 4,715 | -37.0% | 0.01% | -33.3% |
| Q2 2017 | $973,000 | +289.2% | 7,481 | +284.8% | 0.01% | +350.0% |
| Q1 2017 | $250,000 | -90.5% | 1,944 | -90.9% | 0.00% | -92.9% |
| Q3 2016 | $2,628,000 | +201.4% | 21,442 | +222.9% | 0.03% | +366.7% |
| Q2 2016 | $872,000 | +340.4% | 6,641 | +262.7% | 0.01% | +500.0% |
| Q4 2015 | $198,000 | -88.5% | 1,831 | -88.5% | 0.00% | -90.0% |
| Q3 2015 | $1,720,000 | -61.1% | 15,946 | -57.3% | 0.01% | -54.5% |
| Q4 2014 | $4,419,000 | +26.5% | 37,360 | +12.6% | 0.02% | +4.8% |
| Q3 2014 | $3,492,000 | +584.7% | 33,175 | +624.0% | 0.02% | +600.0% |
| Q2 2014 | $510,000 | -91.5% | 4,582 | -92.0% | 0.00% | -88.5% |
| Q1 2014 | $5,998,000 | -9.9% | 57,571 | -17.2% | 0.03% | -7.1% |
| Q4 2013 | $6,660,000 | -78.5% | 69,504 | -78.9% | 0.03% | -78.0% |
| Q3 2013 | $30,944,000 | +653.8% | 329,573 | +659.3% | 0.13% | +535.0% |
| Q2 2013 | $4,105,000 | – | 43,404 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |