ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 121 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $363,000 | -72.1% | 2,241 | -79.0% | 0.03% | -61.0% |
| Q4 2016 | $1,301,000 | +147.3% | 10,678 | +149.0% | 0.08% | +141.2% |
| Q3 2016 | $526,000 | -45.0% | 4,289 | -41.2% | 0.03% | -47.7% |
| Q2 2016 | $957,000 | +10.4% | 7,291 | +4.0% | 0.06% | +3.2% |
| Q1 2016 | $867,000 | +170.9% | 7,011 | +136.7% | 0.06% | +162.5% |
| Q4 2015 | $320,000 | +33.3% | 2,962 | +46.1% | 0.02% | -22.6% |
| Q4 2014 | $240,000 | – | 2,027 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |