ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 103 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $277,000 | -42.3% | 2,133 | -45.6% | 0.01% | -27.3% |
| Q3 2016 | $480,000 | +81.1% | 3,919 | +83.0% | 0.01% | +57.1% |
| Q1 2016 | $265,000 | -44.2% | 2,141 | -51.4% | 0.01% | -12.5% |
| Q4 2015 | $475,000 | +24.0% | 4,404 | +19.1% | 0.01% | +14.3% |
| Q2 2015 | $383,000 | -47.4% | 3,698 | -43.3% | 0.01% | -53.3% |
| Q1 2015 | $728,000 | -2.4% | 6,517 | -8.0% | 0.02% | +7.1% |
| Q3 2014 | $746,000 | +14.1% | 7,085 | +3.9% | 0.01% | +100.0% |
| Q4 2013 | $654,000 | -52.3% | 6,820 | -53.3% | 0.01% | -58.8% |
| Q3 2013 | $1,371,000 | – | 14,601 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 624,565 | $51,058,163 | 1.90% |
| BOS Asset Management, LLC | 25,808 | $2,109,804 | 1.64% |
| First Citizens Financial Corp | 22,212 | $1,815,832 | 1.23% |
| San Luis Wealth Advisors LLC | 41,232 | $3,371 | 1.19% |
| LBMC INVESTMENT ADVISORS, LLC | 123,300 | $10,079,752 | 0.99% |
| Essex LLC | 58,552 | $4,786,626 | 0.67% |
| TAP Consulting, LLC | 33,198 | $2,713,934 | 0.67% |
| COUNTRY CLUB BANK | 80,834 | $6,531,387 | 0.52% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,389,787 | 0.51% |
| Family Firm, Inc. | 23,002 | $1,880,419 | 0.50% |