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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,466,000 | +137.2% | 11,114 | +139.0% | 0.06% | +97.0% |
| Q4 2017 | $618,000 | -20.1% | 4,650 | -20.0% | 0.03% | -13.2% |
| Q3 2017 | $773,000 | -72.7% | 5,814 | -74.9% | 0.04% | -92.2% |
| Q3 2016 | $2,835,000 | +331.5% | 23,128 | +362.1% | 0.49% | +453.4% |
| Q2 2016 | $657,000 | +4.8% | 5,005 | -1.3% | 0.09% | +1.1% |
| Q1 2016 | $627,000 | -62.2% | 5,069 | -67.0% | 0.09% | -63.1% |
| Q4 2015 | $1,657,000 | +50.8% | 15,365 | +50.9% | 0.24% | +65.0% |
| Q3 2015 | $1,099,000 | -69.0% | 10,184 | -70.2% | 0.14% | -54.7% |
| Q2 2015 | $3,545,000 | +863.3% | 34,203 | +939.0% | 0.32% | +690.0% |
| Q1 2015 | $368,000 | -85.4% | 3,292 | -86.3% | 0.04% | -85.1% |
| Q3 2014 | $2,523,000 | -15.4% | 23,975 | -10.5% | 0.27% | -31.2% |
| Q2 2014 | $2,984,000 | -16.8% | 26,791 | -28.4% | 0.39% | +8.9% |
| Q4 2013 | $3,587,000 | – | 37,429 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 136,609 | $16,744,000 | 3.21% |
| MinichMacGregor Wealth Management, LLC | 24,995 | $3,063,000 | 2.87% |
| Destination Wealth Management | 246,806 | $30,251,000 | 2.34% |
| GRIMES & COMPANY, INC. | 62,624 | $7,676,000 | 1.03% |
| Fernwood Investment Management, LLC | 7,797 | $956,000 | 0.88% |
| SPC Financial, Inc. | 16,597 | $2,034,000 | 0.65% |
| Family Firm, Inc. | 9,408 | $1,153,000 | 0.55% |
| Evanson Asset Management, LLC | 14,399 | $1,765,000 | 0.50% |
| Virtu Financial LLC | 23,128 | $2,835,000 | 0.49% |
| Winch Advisory Services, LLC | 4,857 | $595,000 | 0.48% |