ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,832,231 | -0.4% | 66,366 | -4.2% | 0.00% | 0.0% |
| Q1 2024 | $5,853,969 | +700.8% | 69,261 | +647.0% | 0.00% | – |
| Q3 2021 | $731,000 | +0.4% | 9,272 | 0.0% | 0.00% | – |
| Q2 2021 | $728,000 | -1.4% | 9,272 | +0.0% | 0.00% | – |
| Q1 2021 | $738,000 | -94.4% | 9,271 | -94.5% | 0.00% | -100.0% |
| Q4 2020 | $13,070,000 | -17.2% | 168,430 | +55.8% | 0.00% | -25.0% |
| Q3 2020 | $15,790,000 | +2329.2% | 108,137 | +2232.0% | 0.00% | – |
| Q2 2020 | $650,000 | +1.6% | 4,637 | +0.0% | 0.00% | – |
| Q1 2020 | $640,000 | -14.8% | 4,636 | 0.0% | 0.00% | – |
| Q4 2019 | $751,000 | -0.4% | 4,636 | 0.0% | 0.00% | – |
| Q3 2019 | $754,000 | +7.9% | 4,636 | +0.0% | 0.00% | – |
| Q2 2019 | $699,000 | -0.9% | 4,635 | -3.2% | 0.00% | – |
| Q1 2019 | $705,000 | +13.3% | 4,788 | +3.3% | 0.00% | – |
| Q4 2018 | $622,000 | -0.3% | 4,635 | -0.3% | 0.00% | – |
| Q3 2018 | $624,000 | +1.0% | 4,650 | -0.5% | 0.00% | – |
| Q2 2018 | $618,000 | -23.1% | 4,675 | -25.9% | 0.00% | – |
| Q1 2018 | $804,000 | -4.1% | 6,307 | 0.0% | 0.00% | – |
| Q4 2017 | $838,000 | -6.5% | 6,307 | -6.5% | 0.00% | – |
| Q3 2017 | $896,000 | +40.7% | 6,745 | +37.7% | 0.00% | – |
| Q2 2017 | $637,000 | +1.4% | 4,898 | +0.3% | 0.00% | – |
| Q1 2017 | $628,000 | +15.7% | 4,883 | +9.5% | 0.00% | – |
| Q4 2016 | $543,000 | -10.5% | 4,460 | -9.9% | 0.00% | – |
| Q3 2016 | $607,000 | +1.3% | 4,950 | +8.4% | 0.00% | – |
| Q2 2016 | $599,000 | -1.0% | 4,568 | -6.7% | 0.00% | – |
| Q1 2016 | $605,000 | +4.1% | 4,898 | -8.8% | 0.00% | – |
| Q4 2015 | $581,000 | +2.7% | 5,373 | +2.4% | 0.00% | – |
| Q3 2015 | $566,000 | +11.2% | 5,249 | +7.0% | 0.00% | – |
| Q2 2015 | $509,000 | +129.3% | 4,907 | +161.7% | 0.00% | – |
| Q4 2014 | $222,000 | -17.2% | 1,875 | -32.9% | 0.00% | – |
| Q4 2013 | $268,000 | -51.1% | 2,794 | -52.0% | 0.00% | – |
| Q3 2013 | $548,000 | +136.2% | 5,826 | +137.6% | 0.00% | – |
| Q2 2013 | $232,000 | – | 2,452 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |