ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 99 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $5,573,000 | +9.4% | 41,931 | +7.0% | 0.03% | +3.1% |
| Q2 2017 | $5,094,000 | +7.7% | 39,179 | +6.4% | 0.03% | 0.0% |
| Q1 2017 | $4,729,000 | +11.3% | 36,824 | +5.6% | 0.03% | +3.2% |
| Q4 2016 | $4,249,000 | +0.1% | 34,879 | +0.8% | 0.03% | -8.8% |
| Q3 2016 | $4,243,000 | -11.1% | 34,616 | -4.8% | 0.03% | -15.0% |
| Q2 2016 | $4,774,000 | +8.0% | 36,369 | +1.8% | 0.04% | +2.6% |
| Q1 2016 | $4,419,000 | +19.4% | 35,733 | +4.2% | 0.04% | +11.4% |
| Q4 2015 | $3,701,000 | +1.7% | 34,296 | +1.7% | 0.04% | -7.9% |
| Q3 2015 | $3,638,000 | +9.9% | 33,718 | +5.6% | 0.04% | +15.2% |
| Q2 2015 | $3,309,000 | -17.8% | 31,919 | -11.4% | 0.03% | -21.4% |
| Q1 2015 | $4,025,000 | -1.2% | 36,012 | +4.5% | 0.04% | -8.7% |
| Q4 2014 | $4,075,000 | +19.2% | 34,457 | +6.1% | 0.05% | +9.5% |
| Q3 2014 | $3,418,000 | -20.4% | 32,465 | -15.8% | 0.04% | -19.2% |
| Q2 2014 | $4,293,000 | +22.9% | 38,547 | +15.0% | 0.05% | +8.3% |
| Q1 2014 | $3,493,000 | +22.3% | 33,527 | +12.5% | 0.05% | +17.1% |
| Q4 2013 | $2,855,000 | -2.1% | 29,795 | -4.1% | 0.04% | -12.8% |
| Q3 2013 | $2,917,000 | -0.8% | 31,067 | -0.1% | 0.05% | -9.6% |
| Q2 2013 | $2,941,000 | – | 31,093 | – | 0.05% | – |
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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% |