ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 118 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $31,225,000 | -47.4% | 245 | -45.2% | 0.04% | -37.5% |
| Q4 2017 | $59,392,000 | -0.0% | 447 | 0.0% | 0.06% | -11.1% |
| Q3 2017 | $59,410,000 | +2.2% | 447 | 0.0% | 0.07% | +5.9% |
| Q2 2017 | $58,123,000 | -30.9% | 447 | -31.8% | 0.07% | -29.2% |
| Q1 2017 | $84,115,000 | -10.2% | 655 | -14.8% | 0.10% | -6.8% |
| Q4 2016 | $93,687,000 | -4.6% | 769 | -4.0% | 0.10% | +39.2% |
| Q3 2016 | $98,178,000 | -6.6% | 801 | 0.0% | 0.07% | -48.3% |
| Q2 2016 | $105,147,000 | +6.1% | 801 | 0.0% | 0.14% | +13.5% |
| Q1 2016 | $99,067,000 | -0.9% | 801 | -13.5% | 0.13% | +6.8% |
| Q4 2015 | $99,933,000 | -19.2% | 926 | -19.2% | 0.12% | -53.7% |
| Q3 2015 | $123,642,000 | -12.7% | 1,146 | -16.1% | 0.26% | +88.9% |
| Q2 2015 | $141,600,000 | -20.2% | 1,366 | -14.0% | 0.14% | -22.0% |
| Q1 2015 | $177,474,000 | – | 1,588 | – | 0.17% | – |
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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% |