ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 142 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
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% | – |
Download | ||||||
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% |