ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 122 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $25,000 | -7.4% | 200 | 0.0% | 0.01% | -25.0% |
| Q4 2017 | $27,000 | 0.0% | 200 | 0.0% | 0.01% | -11.1% |
| Q3 2017 | $27,000 | +3.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $26,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $26,000 | +8.3% | 200 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $24,000 | -4.0% | 200 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $25,000 | -3.8% | 200 | 0.0% | 0.01% | -10.0% |
| Q2 2016 | $26,000 | +4.0% | 200 | 0.0% | 0.01% | +11.1% |
| Q1 2016 | $25,000 | +13.6% | 200 | 0.0% | 0.01% | +12.5% |
| Q4 2015 | $22,000 | 0.0% | 200 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $22,000 | +4.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $21,000 | -4.5% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $22,000 | -8.3% | 200 | 0.0% | 0.01% | -11.1% |
| Q4 2014 | $24,000 | +14.3% | 200 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $21,000 | -4.5% | 200 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $22,000 | – | 200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |