ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 193 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $214,000 | -14.1% | 1,527 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $249,000 | -86.6% | 1,539 | -87.5% | 0.00% | -87.5% |
| Q2 2019 | $1,864,000 | -8.8% | 12,361 | -10.9% | 0.01% | -11.1% |
| Q1 2019 | $2,043,000 | +19.5% | 13,872 | +8.9% | 0.01% | 0.0% |
| Q4 2018 | $1,710,000 | +234.6% | 12,740 | +205.8% | 0.01% | +350.0% |
| Q3 2016 | $511,000 | +4.7% | 4,166 | +12.2% | 0.00% | 0.0% |
| Q2 2016 | $488,000 | -36.8% | 3,714 | -46.5% | 0.00% | -33.3% |
| Q2 2014 | $772,000 | – | 6,936 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |