ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 4.94 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $33,000 | +17.9% | 278 | +4.5% | 0.01% | +12.5% |
| Q3 2014 | $28,000 | -17.6% | 266 | -12.5% | 0.01% | -33.3% |
| Q2 2014 | $34,000 | +21.4% | 304 | +14.3% | 0.01% | 0.0% |
| Q1 2014 | $28,000 | +12.0% | 266 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $25,000 | -97.5% | 266 | -97.5% | 0.01% | -97.6% |
| Q3 2013 | $994,000 | +477.9% | 10,586 | +487.5% | 0.58% | +511.6% |
| Q2 2013 | $172,000 | – | 1,802 | – | 0.10% | – |
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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% |