ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |