ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,004,000 | -14.3% | 7,270 | +0.5% | 0.13% | +12.8% |
| Q4 2019 | $1,172,000 | -35.7% | 7,234 | -35.4% | 0.12% | -36.4% |
| Q3 2019 | $1,824,000 | +8.0% | 11,202 | 0.0% | 0.18% | +5.7% |
| Q2 2019 | $1,689,000 | +2.5% | 11,202 | -0.3% | 0.17% | +3.0% |
| Q1 2019 | $1,648,000 | +87.9% | 11,234 | +71.9% | 0.17% | +9.0% |
| Q4 2018 | $877,000 | -7.0% | 6,534 | -7.1% | 0.16% | +5.4% |
| Q3 2018 | $943,000 | +1.6% | 7,034 | 0.0% | 0.15% | -6.4% |
| Q2 2018 | $928,000 | -22.4% | 7,034 | -25.0% | 0.16% | -24.2% |
| Q1 2018 | $1,196,000 | -4.1% | 9,384 | 0.0% | 0.21% | -3.3% |
| Q4 2017 | $1,247,000 | -1.1% | 9,384 | -1.1% | 0.21% | -5.7% |
| Q3 2017 | $1,261,000 | +2.2% | 9,489 | 0.0% | 0.23% | +1.3% |
| Q2 2017 | $1,234,000 | -8.8% | 9,489 | -10.0% | 0.22% | -8.2% |
| Q1 2017 | $1,353,000 | -3.8% | 10,539 | -8.7% | 0.24% | -7.6% |
| Q4 2016 | $1,406,000 | -0.6% | 11,539 | 0.0% | 0.26% | -2.2% |
| Q3 2016 | $1,414,000 | -16.4% | 11,539 | -10.5% | 0.27% | -17.9% |
| Q2 2016 | $1,692,000 | +6.1% | 12,889 | 0.0% | 0.33% | +3.1% |
| Q1 2016 | $1,594,000 | +14.6% | 12,889 | 0.0% | 0.32% | +11.1% |
| Q4 2015 | $1,391,000 | +0.4% | 12,889 | -1.0% | 0.29% | -4.3% |
| Q3 2015 | $1,386,000 | -3.8% | 13,014 | -4.8% | 0.30% | +3.8% |
| Q2 2015 | $1,441,000 | -5.6% | 13,664 | 0.0% | 0.29% | -2.7% |
| Q1 2015 | $1,527,000 | -45.3% | 13,664 | -42.1% | 0.30% | -45.8% |
| Q4 2014 | $2,793,000 | +0.4% | 23,619 | -10.6% | 0.55% | -5.5% |
| Q3 2014 | $2,781,000 | -2.3% | 26,419 | 0.0% | 0.58% | -1.5% |
| Q2 2014 | $2,847,000 | +2.7% | 26,419 | -0.8% | 0.59% | -3.4% |
| Q1 2014 | $2,773,000 | +10.8% | 26,619 | +1.9% | 0.61% | +8.5% |
| Q4 2013 | $2,503,000 | +2.1% | 26,119 | 0.0% | 0.56% | -6.2% |
| Q3 2013 | $2,452,000 | +0.0% | 26,119 | +0.8% | 0.60% | -6.3% |
| Q2 2013 | $2,451,000 | – | 25,919 | – | 0.64% | – |
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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% |