ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 130 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $350,000 | -15.7% | 2,646 | -15.6% | 0.04% | +50.0% |
| Q3 2017 | $415,000 | +4.8% | 3,135 | +2.8% | 0.02% | 0.0% |
| Q2 2017 | $396,000 | -5.5% | 3,049 | -6.3% | 0.02% | -17.2% |
| Q1 2017 | $419,000 | -39.2% | 3,254 | -42.6% | 0.03% | -44.2% |
| Q4 2016 | $689,000 | -0.6% | 5,671 | +0.0% | 0.05% | -1.9% |
| Q3 2016 | $693,000 | -20.7% | 5,669 | -15.2% | 0.05% | -25.4% |
| Q2 2016 | $874,000 | -15.3% | 6,686 | -20.1% | 0.07% | -26.8% |
| Q1 2016 | $1,032,000 | +13.4% | 8,372 | -0.3% | 0.10% | -15.7% |
| Q4 2015 | $910,000 | -1.5% | 8,398 | -1.5% | 0.12% | +8.5% |
| Q3 2015 | $924,000 | +5.5% | 8,530 | +0.1% | 0.11% | +2.9% |
| Q2 2015 | $876,000 | -5.9% | 8,518 | +2.2% | 0.10% | -8.0% |
| Q1 2015 | $931,000 | +36.3% | 8,335 | +44.7% | 0.11% | +24.4% |
| Q4 2014 | $683,000 | -44.9% | 5,759 | -50.9% | 0.09% | -45.8% |
| Q3 2014 | $1,239,000 | -34.6% | 11,728 | -31.2% | 0.17% | -39.0% |
| Q2 2014 | $1,895,000 | +398.7% | 17,044 | +336.0% | 0.27% | +288.6% |
| Q1 2014 | $380,000 | – | 3,909 | – | 0.07% | – |
Download | ||||||
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% |