ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |