ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2018. 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 ↓ |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | 131,559 | $16,271,000 | 3.36% |
| MinichMacGregor Wealth Management, LLC | 22,629 | $2,798,000 | 2.70% |
| Fernwood Investment Management, LLC | 12,690 | $1,569,000 | 1.59% |
| Kalos Management, Inc. | 15,103 | $1,633,000 | 1.36% |
| Destination Wealth Management | 127,440 | $13,753,000 | 1.32% |
| ASSETMARK, INC | 576,592 | $71,313,000 | 1.24% |
| Family Firm, Inc. | 10,806 | $1,336,000 | 0.68% |
| Evanson Asset Management, LLC | 14,744 | $1,823,000 | 0.62% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 23,295 | $2,881,000 | 0.60% |
| Premier Fund Managers Ltd | 3,500 | $433,000 | 0.42% |