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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,095,000 | -0.3% | 6,742 | -7.4% | 0.01% | 0.0% |
| Q2 2019 | $1,098,000 | +4.8% | 7,283 | +2.3% | 0.01% | 0.0% |
| Q1 2019 | $1,048,000 | +5.6% | 7,116 | -3.8% | 0.01% | -9.1% |
| Q4 2018 | $992,000 | +7.2% | 7,394 | +7.1% | 0.01% | +22.2% |
| Q3 2018 | $925,000 | +9.1% | 6,903 | +7.3% | 0.01% | 0.0% |
| Q2 2018 | $848,000 | +7.9% | 6,431 | +4.2% | 0.01% | 0.0% |
| Q1 2018 | $786,000 | +5.4% | 6,170 | +9.8% | 0.01% | -10.0% |
| Q4 2017 | $746,000 | +32.7% | 5,617 | +32.7% | 0.01% | +25.0% |
| Q3 2017 | $562,000 | +0.9% | 4,233 | -1.2% | 0.01% | 0.0% |
| Q2 2017 | $557,000 | +48.9% | 4,284 | +47.1% | 0.01% | +60.0% |
| Q1 2017 | $374,000 | +37.5% | 2,913 | +31.2% | 0.01% | +25.0% |
| Q4 2016 | $272,000 | 0.0% | 2,220 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $272,000 | -90.5% | 2,220 | -89.8% | 0.00% | -90.9% |
| Q2 2016 | $2,849,000 | +608.7% | 21,709 | +481.4% | 0.04% | +450.0% |
| Q4 2015 | $402,000 | -99.5% | 3,734 | -94.9% | 0.01% | -95.9% |
| Q4 2014 | $87,070,000 | +2.6% | 73,620 | -3.4% | 0.20% | -3.0% |
| Q2 2014 | $84,834,000 | -2.8% | 76,174 | -18.1% | 0.20% | -25.2% |
| Q3 2013 | $87,307,000 | +14.0% | 92,989 | +14.8% | 0.27% | +8.0% |
| Q2 2013 | $76,613,000 | – | 81,004 | – | 0.25% | – |
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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% |