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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $210,000 | -2.8% | 1,635 | -7.1% | 0.10% | -10.9% |
| Q3 2016 | $216,000 | -6.5% | 1,760 | 0.0% | 0.11% | -8.3% |
| Q2 2016 | $231,000 | +6.0% | 1,760 | 0.0% | 0.12% | +3.4% |
| Q1 2016 | $218,000 | +9.0% | 1,760 | -1.7% | 0.12% | -15.9% |
| Q1 2015 | $200,000 | -5.7% | 1,790 | 0.0% | 0.14% | -9.8% |
| Q4 2014 | $212,000 | +1.0% | 1,790 | -5.3% | 0.15% | +0.7% |
| Q2 2014 | $210,000 | -3.7% | 1,890 | -9.6% | 0.15% | -9.5% |
| Q1 2014 | $218,000 | +9.0% | 2,090 | 0.0% | 0.17% | +4.3% |
| Q4 2013 | $200,000 | – | 2,090 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |