ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 103 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,276,000 | -52.5% | 9,601 | -53.5% | 0.02% | -56.4% |
| Q2 2017 | $2,687,000 | +16.9% | 20,666 | +15.4% | 0.06% | +7.8% |
| Q1 2017 | $2,299,000 | -42.5% | 17,903 | -41.2% | 0.05% | -53.6% |
| Q2 2016 | $3,997,000 | +4.6% | 30,450 | -1.5% | 0.11% | -3.5% |
| Q1 2016 | $3,823,000 | +99.3% | 30,910 | +73.9% | 0.11% | +81.0% |
| Q4 2015 | $1,918,000 | +240.7% | 17,773 | +251.7% | 0.06% | +142.3% |
| Q2 2014 | $563,000 | -69.0% | 5,054 | -71.0% | 0.03% | -71.7% |
| Q1 2014 | $1,818,000 | -6.6% | 17,448 | -14.1% | 0.09% | -14.8% |
| Q4 2013 | $1,947,000 | -10.7% | 20,321 | -12.5% | 0.11% | -20.0% |
| Q3 2013 | $2,181,000 | +6.6% | 23,229 | +7.4% | 0.14% | -4.3% |
| Q2 2013 | $2,046,000 | – | 21,629 | – | 0.14% | – |
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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% |