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 | 618,046 | $51,736,612 | 1.96% |
| BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
| San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
| LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |
| TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
| COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
| HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
| Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |