ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $16,475,000 | +29.7% | 111,838 | +18.2% | 1.29% | +4.1% |
| Q4 2018 | $12,704,000 | +2132.7% | 94,649 | +2019.3% | 1.24% | +2154.5% |
| Q1 2018 | $569,000 | -83.7% | 4,466 | -83.4% | 0.06% | -85.9% |
| Q2 2017 | $3,494,000 | -54.5% | 26,867 | -57.1% | 0.39% | -62.0% |
| Q3 2016 | $7,676,000 | +76.7% | 62,624 | +89.3% | 1.03% | +77.1% |
| Q2 2016 | $4,343,000 | +377.8% | 33,087 | +350.4% | 0.58% | +395.7% |
| Q1 2016 | $909,000 | – | 7,346 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |