ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 132 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $259,000 | -6.8% | 2,109 | -0.2% | 0.25% | -10.2% |
| Q2 2016 | $278,000 | +9.0% | 2,114 | +2.7% | 0.28% | +10.5% |
| Q1 2016 | $255,000 | +15.4% | 2,059 | +0.5% | 0.26% | +10.8% |
| Q4 2015 | $221,000 | -0.9% | 2,049 | -1.0% | 0.23% | 0.0% |
| Q3 2015 | $223,000 | +1.8% | 2,069 | -1.9% | 0.23% | +41.7% |
| Q2 2015 | $219,000 | -0.5% | 2,109 | +7.1% | 0.16% | +3.2% |
| Q1 2015 | $220,000 | +205.6% | 1,969 | +225.5% | 0.16% | +229.2% |
| Q4 2014 | $72,000 | +12.5% | 605 | 0.0% | 0.05% | +11.6% |
| Q3 2014 | $64,000 | – | 605 | – | 0.04% | – |
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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% |