ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 121 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,902 | -91.3% | 71 | -91.0% | 0.00% | -93.1% |
| Q4 2022 | $67,990 | +1599.8% | 786 | +2356.2% | 0.03% | +1350.0% |
| Q1 2020 | $4,000 | -96.0% | 32 | -95.1% | 0.00% | -94.1% |
| Q2 2019 | $99,000 | +90.4% | 659 | +86.7% | 0.03% | +112.5% |
| Q1 2019 | $52,000 | +147.6% | 353 | +122.0% | 0.02% | +33.3% |
| Q2 2016 | $21,000 | -50.0% | 159 | -53.6% | 0.01% | -42.9% |
| Q1 2016 | $42,000 | +223.1% | 343 | +178.9% | 0.02% | +50.0% |
| Q3 2015 | $13,000 | -99.9% | 123 | -6.8% | 0.01% | +75.0% |
| Q1 2015 | $14,752,000 | -99.1% | 132 | -99.2% | 0.01% | -99.0% |
| Q1 2014 | $1,703,506,000 | – | 16,350 | – | 0.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |