ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 166 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $12,000 | -92.6% | 84 | -92.4% | 0.01% | -88.6% |
| Q1 2019 | $162,000 | +9.5% | 1,100 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $148,000 | +0.7% | 1,100 | 0.0% | 0.07% | +27.3% |
| Q3 2018 | $147,000 | -16.5% | 1,100 | -17.6% | 0.06% | -24.7% |
| Q2 2018 | $176,000 | -63.8% | 1,335 | -65.0% | 0.07% | -47.9% |
| Q1 2018 | $486,000 | -4.1% | 3,815 | 0.0% | 0.14% | -5.4% |
| Q4 2017 | $507,000 | -3.2% | 3,815 | -3.3% | 0.15% | -15.9% |
| Q3 2017 | $524,000 | +1.2% | 3,945 | -0.9% | 0.18% | -4.3% |
| Q2 2017 | $518,000 | +45.1% | 3,980 | +43.2% | 0.18% | -6.1% |
| Q1 2017 | $357,000 | +2.9% | 2,780 | -2.5% | 0.20% | -2.5% |
| Q4 2016 | $347,000 | +0.6% | 2,850 | +1.2% | 0.20% | -1.5% |
| Q3 2016 | $345,000 | -29.9% | 2,815 | -24.8% | 0.20% | -32.7% |
| Q2 2016 | $492,000 | +4.2% | 3,745 | -2.0% | 0.30% | +7.1% |
| Q1 2016 | $472,000 | +13.2% | 3,820 | -1.0% | 0.28% | +8.0% |
| Q4 2015 | $417,000 | +61.0% | 3,860 | +60.5% | 0.26% | +44.0% |
| Q3 2015 | $259,000 | +4.0% | 2,405 | 0.0% | 0.18% | +22.1% |
| Q2 2015 | $249,000 | -1.6% | 2,405 | +6.2% | 0.15% | -1.3% |
| Q1 2015 | $253,000 | +1.6% | 2,265 | +7.6% | 0.15% | +4.9% |
| Q4 2014 | $249,000 | +12.2% | 2,105 | 0.0% | 0.14% | +29.7% |
| Q3 2014 | $222,000 | -2.2% | 2,105 | +3.4% | 0.11% | +1.8% |
| Q2 2014 | $227,000 | +17.0% | 2,035 | +9.1% | 0.11% | +75.8% |
| Q1 2014 | $194,000 | +22.8% | 1,865 | +13.0% | 0.06% | +12.7% |
| Q4 2013 | $158,000 | – | 1,650 | – | 0.06% | – |
Download | ||||||
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% |