ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 130 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.84 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 ↓ |
|---|---|---|---|
| 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% |