ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 132 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $550,000 | +44.7% | 4,227 | +42.7% | 0.22% | +42.8% |
| Q1 2017 | $380,000 | +14.8% | 2,962 | +8.9% | 0.15% | +12.6% |
| Q4 2016 | $331,000 | -6.0% | 2,719 | -5.4% | 0.14% | -3.6% |
| Q3 2016 | $352,000 | -8.8% | 2,874 | -2.3% | 0.14% | -9.1% |
| Q2 2016 | $386,000 | -12.7% | 2,943 | -21.3% | 0.15% | -11.0% |
| Q4 2014 | $442,000 | +4.7% | 3,739 | -6.7% | 0.17% | +6.1% |
| Q3 2014 | $422,000 | -49.6% | 4,006 | -46.8% | 0.16% | -48.6% |
| Q2 2014 | $838,000 | +122.9% | 7,526 | +108.3% | 0.32% | +115.6% |
| Q1 2014 | $376,000 | +7.1% | 3,613 | -1.5% | 0.15% | +5.0% |
| Q4 2013 | $351,000 | – | 3,667 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |