ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 193 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |