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 | $3,516,000 | +29.2% | 26,450 | +25.8% | 0.29% | +41.5% |
| Q2 2017 | $2,722,000 | -26.5% | 21,018 | -26.8% | 0.21% | -26.1% |
| Q1 2017 | $3,701,000 | +65.6% | 28,723 | +57.3% | 0.28% | +60.9% |
| Q4 2016 | $2,235,000 | -2.1% | 18,259 | -2.6% | 0.17% | -3.9% |
| Q3 2016 | $2,284,000 | +19.8% | 18,741 | +27.0% | 0.18% | +23.1% |
| Q2 2016 | $1,907,000 | -12.2% | 14,762 | -17.0% | 0.15% | -22.2% |
| Q1 2016 | $2,173,000 | +84.2% | 17,780 | +74.6% | 0.19% | +94.8% |
| Q4 2015 | $1,180,000 | -2.6% | 10,182 | -7.0% | 0.10% | -12.6% |
| Q3 2015 | $1,212,000 | +166.4% | 10,945 | +165.4% | 0.11% | +170.7% |
| Q2 2015 | $455,000 | +1.1% | 4,124 | +0.6% | 0.04% | +2.5% |
| Q1 2015 | $450,000 | -100.0% | 4,101 | -82.9% | 0.04% | -80.1% |
| Q4 2014 | $2,842,771,000 | +191719.9% | 23,947 | +71.7% | 0.20% | +77.9% |
| Q3 2014 | $1,482,000 | -68.6% | 13,946 | -67.1% | 0.11% | -69.5% |
| Q2 2014 | $4,719,000 | +14.8% | 42,375 | +6.6% | 0.37% | +4.8% |
| Q1 2014 | $4,109,000 | +1180.1% | 39,768 | +1082.2% | 0.35% | +1120.7% |
| Q4 2013 | $321,000 | +35.4% | 3,364 | +33.7% | 0.03% | +26.1% |
| Q3 2013 | $237,000 | – | 2,516 | – | 0.02% | – |
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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% |