ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 130 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,000 | 0.0% | 64 | +1.6% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 63 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 63 | +103.2% | 0.00% | – |
| Q3 2020 | $5,000 | +25.0% | 31 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -85.7% | 31 | -84.9% | 0.00% | -100.0% |
| Q1 2020 | $28,000 | +460.0% | 205 | +583.3% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | +25.0% | 30 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | -96.9% | 30 | -96.9% | 0.00% | -100.0% |
| Q4 2018 | $129,000 | +437.5% | 959 | +429.8% | 0.01% | +550.0% |
| Q3 2018 | $24,000 | -35.1% | 181 | -35.6% | 0.00% | -50.0% |
| Q2 2018 | $37,000 | +2.8% | 281 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $36,000 | +12.5% | 281 | +16.1% | 0.00% | +33.3% |
| Q4 2017 | $32,000 | -98.5% | 242 | -98.5% | 0.00% | -98.9% |
| Q3 2017 | $2,180,000 | -51.4% | 16,399 | -52.4% | 0.26% | -55.2% |
| Q2 2017 | $4,481,000 | -0.8% | 34,462 | -2.0% | 0.58% | -11.9% |
| Q1 2017 | $4,515,000 | +28118.8% | 35,161 | +25945.2% | 0.66% | +22033.3% |
| Q4 2016 | $16,000 | 0.0% | 135 | +3.8% | 0.00% | 0.0% |
| Q3 2016 | $16,000 | -99.5% | 130 | -99.5% | 0.00% | -99.5% |
| Q2 2016 | $3,113,000 | +8.1% | 23,712 | +1.8% | 0.61% | +1.7% |
| Q1 2016 | $2,881,000 | +86.8% | 23,295 | +63.1% | 0.60% | +79.3% |
| Q4 2015 | $1,542,000 | +51300.0% | 14,285 | +54842.3% | 0.33% | +33200.0% |
| Q3 2015 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | -40.0% | 26 | -43.5% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | -98.8% | 46 | -98.8% | 0.00% | -99.0% |
| Q2 2014 | $411,000 | -70.0% | 3,689 | -71.9% | 0.10% | -72.3% |
| Q1 2014 | $1,369,000 | +51.8% | 13,135 | +39.5% | 0.38% | +23.4% |
| Q4 2013 | $902,000 | +2.6% | 9,417 | +0.6% | 0.30% | -6.5% |
| Q3 2013 | $879,000 | +4.6% | 9,361 | +5.3% | 0.32% | -3.6% |
| Q2 2013 | $840,000 | – | 8,886 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |