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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,018 | -2.1% | 10,234 | +8.7% | 0.01% | 0.0% |
| Q2 2023 | $769,316 | -2.2% | 9,411 | +0.2% | 0.01% | -16.7% |
| Q1 2023 | $786,519 | -5.7% | 9,396 | -2.5% | 0.01% | -14.3% |
| Q4 2022 | $834,317 | +10.9% | 9,641 | +4.0% | 0.01% | -22.2% |
| Q3 2022 | $752,000 | -6.9% | 9,271 | -1.8% | 0.01% | -10.0% |
| Q2 2022 | $808,000 | -3.6% | 9,437 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $838,000 | +119.4% | 9,206 | +113.3% | 0.01% | +100.0% |
| Q4 2021 | $382,000 | +13.0% | 4,316 | +0.7% | 0.01% | 0.0% |
| Q3 2021 | $338,000 | +32.5% | 4,285 | +32.0% | 0.01% | +25.0% |
| Q2 2021 | $255,000 | +82.1% | 3,247 | +225.4% | 0.00% | 0.0% |
| Q2 2020 | $140,000 | -33.3% | 998 | -22.7% | 0.00% | -33.3% |
| Q4 2019 | $210,000 | -17.3% | 1,291 | -17.1% | 0.01% | -25.0% |
| Q3 2019 | $254,000 | -33.9% | 1,558 | -38.7% | 0.01% | -33.3% |
| Q2 2019 | $384,000 | -73.4% | 2,543 | -74.0% | 0.01% | -74.5% |
| Q1 2019 | $1,443,000 | +390.8% | 9,796 | +327.6% | 0.05% | +261.5% |
| Q1 2018 | $294,000 | -9.5% | 2,291 | -5.9% | 0.01% | -7.1% |
| Q4 2017 | $325,000 | +0.9% | 2,435 | +1.0% | 0.01% | -6.7% |
| Q3 2017 | $322,000 | +18.8% | 2,411 | +15.7% | 0.02% | +15.4% |
| Q2 2017 | $271,000 | -12.3% | 2,084 | -12.7% | 0.01% | -13.3% |
| Q1 2017 | $309,000 | +5.1% | 2,388 | -1.2% | 0.02% | 0.0% |
| Q4 2016 | $294,000 | -19.7% | 2,416 | -19.1% | 0.02% | +7.1% |
| Q3 2016 | $366,000 | +49.4% | 2,985 | +58.4% | 0.01% | 0.0% |
| Q2 2016 | $245,000 | -21.0% | 1,884 | -24.5% | 0.01% | -26.3% |
| Q1 2016 | $310,000 | +46.2% | 2,494 | +27.3% | 0.02% | +35.7% |
| Q4 2015 | $212,000 | +1.4% | 1,959 | +1.5% | 0.01% | 0.0% |
| Q3 2015 | $209,000 | -57.2% | 1,931 | -55.8% | 0.01% | -54.8% |
| Q2 2015 | $488,000 | 0.0% | 4,364 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $488,000 | +6.8% | 4,364 | +13.0% | 0.03% | -3.1% |
| Q4 2014 | $457,000 | – | 3,862 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |