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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $238,000 | -6.7% | 2,928 | -1.5% | 0.00% | – |
| Q2 2022 | $255,000 | +43.3% | 2,974 | +117.4% | 0.00% | -100.0% |
| Q2 2017 | $178,000 | -33.6% | 1,368 | -34.5% | 0.00% | 0.0% |
| Q1 2017 | $268,000 | +5.5% | 2,087 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $254,000 | -2.3% | 2,087 | -1.5% | 0.00% | 0.0% |
| Q3 2016 | $260,000 | +3.2% | 2,119 | +10.4% | 0.00% | 0.0% |
| Q2 2016 | $252,000 | +6.3% | 1,919 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $237,000 | +14.5% | 1,919 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $207,000 | -13.4% | 1,919 | -13.5% | 0.00% | 0.0% |
| Q3 2015 | $239,000 | -38.7% | 2,219 | -36.4% | 0.00% | -50.0% |
| Q1 2015 | $390,000 | -5.6% | 3,490 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $413,000 | +57.6% | 3,490 | +40.2% | 0.00% | +33.3% |
| Q3 2014 | $262,000 | +147.2% | 2,490 | +160.7% | 0.00% | +200.0% |
| Q2 2014 | $106,000 | +10.4% | 955 | +3.9% | 0.00% | 0.0% |
| Q1 2014 | $96,000 | +9.1% | 919 | 0.0% | 0.00% | -50.0% |
| Q4 2013 | $88,000 | +6.0% | 919 | +3.5% | 0.00% | 0.0% |
| Q3 2013 | $83,000 | +43.1% | 888 | +44.6% | 0.00% | +100.0% |
| Q2 2013 | $58,000 | – | 614 | – | 0.00% | – |
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% |