ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 130 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $103,000 | +10.8% | 875 | -1.1% | 0.04% | +10.3% |
| Q3 2014 | $93,000 | -9.7% | 885 | -4.3% | 0.04% | -13.3% |
| Q2 2014 | $103,000 | 0.0% | 925 | -6.1% | 0.04% | -10.0% |
| Q1 2014 | $103,000 | -40.1% | 985 | -45.1% | 0.05% | -50.0% |
| Q4 2013 | $172,000 | -4.4% | 1,795 | -6.3% | 0.10% | -8.3% |
| Q3 2013 | $180,000 | -0.6% | 1,915 | 0.0% | 0.11% | -6.0% |
| Q2 2013 | $181,000 | -5.2% | 1,915 | -2.5% | 0.12% | -20.0% |
| Q1 2013 | $191,000 | – | 1,965 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |