ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $8,913,000 | -1.2% | 66,404 | -1.3% | 0.18% | +7.4% |
| Q3 2018 | $9,024,000 | +3.2% | 67,305 | +1.6% | 0.16% | -0.6% |
| Q2 2018 | $8,740,000 | +7.0% | 66,245 | +3.3% | 0.16% | +3.1% |
| Q1 2018 | $8,172,000 | +49.9% | 64,121 | +56.3% | 0.16% | +45.9% |
| Q4 2017 | $5,451,000 | +8.2% | 41,025 | +8.3% | 0.11% | -0.9% |
| Q3 2017 | $5,037,000 | +9.9% | 37,894 | +7.5% | 0.11% | +3.8% |
| Q2 2017 | $4,584,000 | +15.2% | 35,253 | +13.7% | 0.11% | +6.0% |
| Q1 2017 | $3,980,000 | +90.0% | 30,995 | +80.2% | 0.10% | +44.9% |
| Q4 2016 | $2,095,000 | +7.3% | 17,199 | +7.9% | 0.07% | +23.2% |
| Q3 2016 | $1,953,000 | -4.4% | 15,937 | +2.3% | 0.06% | -12.5% |
| Q2 2016 | $2,043,000 | +12.2% | 15,584 | +5.9% | 0.06% | +1.6% |
| Q1 2016 | $1,821,000 | – | 14,720 | – | 0.06% | – |
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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% |