ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 106 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $569,000 | +17.1% | 4,600 | +2.2% | 0.12% | +13.7% |
| Q4 2015 | $486,000 | -2.0% | 4,500 | -2.2% | 0.10% | -5.6% |
| Q3 2015 | $496,000 | +5.1% | 4,600 | +1.1% | 0.11% | +16.1% |
| Q2 2015 | $472,000 | -16.3% | 4,550 | -9.9% | 0.09% | -17.0% |
| Q1 2015 | $564,000 | -5.5% | 5,050 | 0.0% | 0.11% | -9.7% |
| Q4 2014 | $597,000 | +19.4% | 5,050 | +6.3% | 0.12% | +6.0% |
| Q3 2014 | $500,000 | -6.5% | 4,750 | -1.0% | 0.12% | -6.4% |
| Q2 2014 | $535,000 | +19.4% | 4,800 | +11.6% | 0.12% | +12.6% |
| Q1 2014 | $448,000 | +6.2% | 4,300 | -2.3% | 0.11% | -20.1% |
| Q4 2013 | $422,000 | -16.8% | 4,400 | -18.5% | 0.14% | -28.4% |
| Q3 2013 | $507,000 | +19.0% | 5,400 | +20.0% | 0.19% | +9.6% |
| Q2 2013 | $426,000 | – | 4,500 | – | 0.18% | – |
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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% |