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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $234,000 | -93.5% | 1,442 | -94.6% | 0.01% | -96.9% |
| Q3 2017 | $3,576,000 | +685.9% | 26,907 | +631.0% | 0.20% | +275.0% |
| Q1 2016 | $455,000 | -96.8% | 3,681 | -96.9% | 0.05% | -96.5% |
| Q4 2014 | $14,145,000 | +27.3% | 119,599 | +19.8% | 1.50% | +35.5% |
| Q2 2014 | $11,115,000 | -19.8% | 99,799 | -32.4% | 1.11% | -23.0% |
| Q3 2013 | $13,855,000 | +20.5% | 147,570 | +21.4% | 1.44% | +2.9% |
| Q2 2013 | $11,497,000 | – | 121,558 | – | 1.40% | – |
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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% |