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 2020 | $815,000 | +6.1% | 5,582 | +1.8% | 0.03% | -3.6% |
| Q2 2020 | $768,000 | +10.0% | 5,481 | +8.4% | 0.03% | -6.7% |
| Q1 2020 | $698,000 | -15.5% | 5,056 | -1.6% | 0.03% | +7.1% |
| Q4 2019 | $826,000 | -8.5% | 5,136 | -7.6% | 0.03% | -12.5% |
| Q3 2019 | $903,000 | -6.2% | 5,559 | -13.0% | 0.03% | -3.0% |
| Q2 2019 | $963,000 | -24.6% | 6,387 | -26.3% | 0.03% | -25.0% |
| Q1 2019 | $1,277,000 | +79.4% | 8,664 | +63.2% | 0.04% | +57.1% |
| Q4 2018 | $712,000 | -6.3% | 5,308 | -6.4% | 0.03% | +7.7% |
| Q3 2018 | $760,000 | +2.0% | 5,673 | +0.8% | 0.03% | -7.1% |
| Q2 2018 | $745,000 | -3.4% | 5,630 | -7.4% | 0.03% | -6.7% |
| Q1 2018 | $771,000 | +41.5% | 6,077 | +48.7% | 0.03% | +36.4% |
| Q4 2017 | $545,000 | -22.8% | 4,087 | -22.9% | 0.02% | -26.7% |
| Q3 2017 | $706,000 | -11.6% | 5,298 | -13.7% | 0.03% | -16.7% |
| Q2 2017 | $799,000 | +36.6% | 6,140 | +34.9% | 0.04% | +20.0% |
| Q1 2017 | $585,000 | -40.8% | 4,552 | -43.9% | 0.03% | -40.0% |
| Q4 2016 | $988,000 | +5.9% | 8,111 | +6.5% | 0.05% | 0.0% |
| Q3 2016 | $933,000 | -13.1% | 7,615 | -7.1% | 0.05% | -16.7% |
| Q2 2016 | $1,074,000 | +14.9% | 8,193 | +8.2% | 0.06% | +15.4% |
| Q1 2016 | $935,000 | +75.1% | 7,574 | +52.0% | 0.05% | +85.7% |
| Q4 2015 | $534,000 | +13.9% | 4,983 | +14.4% | 0.03% | +7.7% |
| Q3 2015 | $469,000 | -15.6% | 4,357 | -19.0% | 0.03% | +4.0% |
| Q2 2015 | $556,000 | -47.7% | 5,381 | -43.4% | 0.02% | -64.3% |
| Q1 2015 | $1,063,000 | -30.5% | 9,510 | -26.3% | 0.07% | -36.9% |
| Q4 2014 | $1,530,000 | -40.7% | 12,912 | -47.3% | 0.11% | -45.9% |
| Q3 2014 | $2,579,000 | -42.1% | 24,488 | -38.9% | 0.20% | -37.3% |
| Q2 2014 | $4,454,000 | +23.9% | 40,069 | +15.8% | 0.33% | +21.1% |
| Q1 2014 | $3,596,000 | +313.3% | 34,591 | +282.7% | 0.27% | +285.7% |
| Q4 2013 | $870,000 | +43.8% | 9,039 | +39.4% | 0.07% | +100.0% |
| Q3 2013 | $605,000 | -40.9% | 6,485 | -40.6% | 0.04% | -57.3% |
| Q2 2013 | $1,024,000 | – | 10,910 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 127,030 | $16,518,000 | 2.90% |
| Destination Wealth Management | 269,445 | $35,036,000 | 2.34% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 25,788 | $3,353,000 | 1.17% |
| Pinnacle Family Advisors, LLC | 13,635 | $1,773,000 | 0.99% |
| HOLDERNESS INVESTMENTS CO | 11,862 | $1,542,000 | 0.82% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 34,462 | $4,481,000 | 0.58% |
| Family Firm, Inc. | 7,799 | $1,014,000 | 0.45% |
| GRIMES & COMPANY, INC. | 26,867 | $3,494,000 | 0.39% |
| Evanson Asset Management, LLC | 12,074 | $1,570,000 | 0.36% |
| Fernwood Investment Management, LLC | 3,167 | $412,000 | 0.30% |