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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $86,000 | -35.8% | 617 | -36.5% | 0.02% | -45.9% |
Q1 2020 | $134,000 | -17.8% | 972 | -3.5% | 0.04% | +5.7% |
Q4 2019 | $163,000 | 0.0% | 1,007 | +0.8% | 0.04% | -7.9% |
Q3 2019 | $163,000 | +7.9% | 999 | 0.0% | 0.04% | +35.7% |
Q2 2019 | $151,000 | +2.7% | 999 | +0.4% | 0.03% | +12.0% |
Q1 2019 | $147,000 | +10.5% | 995 | +0.5% | 0.02% | 0.0% |
Q4 2018 | $133,000 | +70.5% | 990 | +69.8% | 0.02% | +92.3% |
Q3 2018 | $78,000 | +2.6% | 583 | +0.9% | 0.01% | -7.1% |
Q2 2018 | $76,000 | -23.2% | 578 | -25.4% | 0.01% | -26.3% |
Q1 2018 | $99,000 | -2.9% | 775 | +0.8% | 0.02% | +11.8% |
Q4 2017 | $102,000 | +1.0% | 769 | +1.2% | 0.02% | -5.6% |
Q3 2017 | $101,000 | +3.1% | 760 | +0.7% | 0.02% | 0.0% |
Q2 2017 | $98,000 | +1.0% | 755 | 0.0% | 0.02% | +5.9% |
Q1 2017 | $97,000 | +6.6% | 755 | +0.8% | 0.02% | -19.0% |
Q4 2016 | $91,000 | +1.1% | 749 | +1.6% | 0.02% | -12.5% |
Q3 2016 | $90,000 | -7.2% | 737 | 0.0% | 0.02% | -11.1% |
Q2 2016 | $97,000 | +7.8% | 737 | +0.8% | 0.03% | -15.6% |
Q1 2016 | $90,000 | +150.0% | 731 | +129.2% | 0.03% | +128.6% |
Q1 2015 | $36,000 | -2.7% | 319 | +2.6% | 0.01% | -12.5% |
Q4 2014 | $37,000 | +48.0% | 311 | +39.5% | 0.02% | +33.3% |
Q2 2014 | $25,000 | -75.5% | 223 | -79.5% | 0.01% | -81.8% |
Q3 2013 | $102,000 | +34.2% | 1,089 | +36.1% | 0.07% | +17.9% |
Q2 2013 | $76,000 | – | 800 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |