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 | 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% |