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 | $111,000 | +73.4% | 850 | +61.0% | 0.00% | – |
| Q4 2016 | $64,000 | +18.5% | 528 | +20.5% | 0.00% | – |
| Q3 2016 | $54,000 | -19.4% | 438 | -13.8% | 0.00% | – |
| Q2 2016 | $67,000 | -33.7% | 508 | -45.9% | 0.00% | -100.0% |
| Q4 2015 | $101,000 | +288.5% | 939 | +272.6% | 0.00% | – |
| Q2 2015 | $26,000 | -87.3% | 252 | -86.2% | 0.00% | -100.0% |
| Q1 2015 | $204,000 | +161.5% | 1,825 | +177.4% | 0.00% | +100.0% |
| Q4 2014 | $78,000 | +27.9% | 658 | +13.3% | 0.00% | 0.0% |
| Q3 2014 | $61,000 | – | 581 | – | 0.00% | – |
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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% |