ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 137 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $234,000 | +36.8% | 1,825 | +30.4% | 0.12% | +30.9% |
| Q4 2016 | $171,000 | -5.0% | 1,400 | -4.4% | 0.09% | -7.8% |
| Q3 2016 | $180,000 | -6.2% | 1,465 | 0.0% | 0.10% | -5.6% |
| Q2 2016 | $192,000 | +4.3% | 1,465 | -1.7% | 0.11% | +1.9% |
| Q1 2016 | $184,000 | +8.9% | 1,490 | -4.8% | 0.11% | +9.3% |
| Q4 2015 | $169,000 | +5.0% | 1,565 | +5.0% | 0.10% | -4.9% |
| Q3 2015 | $161,000 | +8.8% | 1,490 | +4.6% | 0.10% | +9.7% |
| Q2 2015 | $148,000 | -6.9% | 1,425 | 0.0% | 0.09% | -7.0% |
| Q1 2015 | $159,000 | -7.0% | 1,425 | -1.7% | 0.10% | -11.5% |
| Q4 2014 | $171,000 | -9.5% | 1,450 | -19.4% | 0.11% | -13.7% |
| Q3 2014 | $189,000 | -27.6% | 1,800 | -23.1% | 0.13% | -38.5% |
| Q2 2014 | $261,000 | +3.2% | 2,340 | -3.7% | 0.21% | +2.9% |
| Q1 2014 | $253,000 | +8.6% | 2,430 | 0.0% | 0.21% | +7.8% |
| Q4 2013 | $233,000 | – | 2,430 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |