ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 130 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $40,360,000 | +2208.9% | 341,265 | +1954.9% | 0.71% | +2128.1% |
| Q3 2014 | $1,748,000 | -95.3% | 16,607 | -95.0% | 0.03% | -95.2% |
| Q2 2014 | $36,932,000 | +1924.8% | 331,583 | +1795.5% | 0.66% | +1788.6% |
| Q1 2014 | $1,824,000 | +96.1% | 17,493 | +80.3% | 0.04% | +133.3% |
| Q4 2013 | $930,000 | -97.7% | 9,701 | -97.7% | 0.02% | -98.0% |
| Q3 2013 | $40,188,000 | +56.7% | 428,056 | +57.8% | 0.76% | +38.8% |
| Q2 2013 | $25,654,000 | – | 271,299 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 629,843 | $48,876,000 | 2.13% |
| LBMC INVESTMENT ADVISORS, LLC | 125,560 | $9,743,000 | 1.15% |
| San Luis Wealth Advisors LLC | 20,665 | $1,604,000 | 1.04% |
| First Citizens Financial Corp | 12,914 | $988,000 | 0.86% |
| BEAM WEALTH ADVISORS, INC. | 11,334 | $880,000 | 0.83% |
| Country Club Trust Company, n.a. | 92,718 | $7,092,000 | 0.72% |
| Tranquility Partners, LLC | 11,646 | $904,000 | 0.64% |
| HOLDERNESS INVESTMENTS CO | 20,821 | $1,616,000 | 0.63% |
| Family Firm, Inc. | 22,054 | $1,722,000 | 0.51% |
| Carl P. Sherr & Co., LLC | 7,751 | $602,000 | 0.48% |