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 ↓ |
|---|---|---|---|
| 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% |