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 ↓ |
|---|---|---|---|
| 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% |