ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 118 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $40,000 | 0.0% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $40,000 | 0.0% | 504 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $40,000 | +2.6% | 504 | 0.0% | 0.01% | -13.3% |
| Q4 2020 | $39,000 | +5.4% | 504 | +100.0% | 0.02% | -21.1% |
| Q3 2020 | $37,000 | +5.7% | 252 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $35,000 | 0.0% | 252 | 0.0% | 0.02% | -20.8% |
| Q1 2020 | $35,000 | -71.8% | 252 | -67.1% | 0.02% | -57.9% |
| Q4 2019 | $124,000 | -0.8% | 766 | 0.0% | 0.06% | -5.0% |
| Q3 2019 | $125,000 | +7.8% | 766 | 0.0% | 0.06% | +5.3% |
| Q2 2019 | $116,000 | +2.7% | 766 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $113,000 | +9.7% | 766 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $103,000 | 0.0% | 766 | 0.0% | 0.06% | +5.5% |
| Q3 2018 | $103,000 | +2.0% | 766 | 0.0% | 0.06% | -5.2% |
| Q2 2018 | $101,000 | +3.1% | 766 | 0.0% | 0.06% | -45.3% |
| Q1 2018 | $98,000 | -3.9% | 766 | 0.0% | 0.11% | +73.8% |
| Q4 2017 | $102,000 | 0.0% | 766 | 0.0% | 0.06% | -3.2% |
| Q3 2017 | $102,000 | +2.0% | 766 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $100,000 | +2.0% | 766 | 0.0% | 0.06% | -1.5% |
| Q1 2017 | $98,000 | +1.0% | 766 | -3.9% | 0.06% | -4.4% |
| Q4 2016 | $97,000 | -1.0% | 797 | 0.0% | 0.07% | -2.9% |
| Q3 2016 | $98,000 | -6.7% | 797 | 0.0% | 0.07% | -10.3% |
| Q2 2016 | $105,000 | -5.4% | 797 | -11.1% | 0.08% | -9.3% |
| Q1 2016 | $111,000 | -58.4% | 897 | -63.7% | 0.09% | -34.4% |
| Q3 2015 | $267,000 | +1.1% | 2,473 | -2.9% | 0.13% | +4.8% |
| Q2 2015 | $264,000 | -10.5% | 2,546 | -3.5% | 0.12% | -12.0% |
| Q1 2015 | $295,000 | -6.1% | 2,638 | -0.6% | 0.14% | -17.9% |
| Q4 2014 | $314,000 | – | 2,655 | – | 0.17% | – |
Download | ||||||
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% |