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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,655,000 | -5.3% | 13,583 | -4.7% | 0.05% | -10.0% |
| Q3 2016 | $1,747,000 | -9.0% | 14,259 | -2.5% | 0.06% | -13.0% |
| Q2 2016 | $1,919,000 | +29.1% | 14,618 | +21.6% | 0.07% | +11.3% |
| Q1 2016 | $1,486,000 | +87.6% | 12,017 | +63.8% | 0.06% | +72.2% |
| Q4 2015 | $792,000 | +85.0% | 7,338 | +85.0% | 0.04% | +9.1% |
| Q3 2015 | $428,000 | +3.6% | 3,967 | -0.5% | 0.03% | +13.8% |
| Q2 2015 | $413,000 | -24.6% | 3,985 | -18.7% | 0.03% | -23.7% |
| Q1 2015 | $548,000 | +31.7% | 4,903 | +39.3% | 0.04% | -15.6% |
| Q4 2014 | $416,000 | +84.9% | 3,520 | +64.9% | 0.04% | +66.7% |
| Q3 2014 | $225,000 | -6.2% | 2,135 | -1.0% | 0.03% | -15.6% |
| Q2 2014 | $240,000 | -63.6% | 2,157 | -65.9% | 0.03% | -33.3% |
| Q1 2014 | $660,000 | +103.1% | 6,334 | +86.8% | 0.05% | -4.0% |
| Q4 2013 | $325,000 | -2.4% | 3,391 | -4.3% | 0.05% | -13.8% |
| Q3 2013 | $333,000 | -27.9% | 3,542 | -27.5% | 0.06% | -37.6% |
| Q2 2013 | $462,000 | – | 4,888 | – | 0.09% | – |
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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% |