ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 141 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $146,000 | +7.4% | 991 | -2.2% | 0.03% | -8.6% |
| Q4 2018 | $136,000 | -0.7% | 1,013 | -0.7% | 0.04% | +12.9% |
| Q3 2018 | $137,000 | +12.3% | 1,020 | +10.7% | 0.03% | +3.3% |
| Q2 2018 | $122,000 | +3.4% | 921 | -0.5% | 0.03% | +7.1% |
| Q1 2018 | $118,000 | +53.2% | 926 | +56.9% | 0.03% | +33.3% |
| Q2 2017 | $77,000 | +14.9% | 590 | +7.3% | 0.02% | +5.0% |
| Q4 2016 | $67,000 | -6.9% | 550 | -6.0% | 0.02% | -4.8% |
| Q3 2016 | $72,000 | -11.1% | 585 | -5.6% | 0.02% | -16.0% |
| Q2 2016 | $81,000 | -4.7% | 620 | -9.5% | 0.02% | -16.7% |
| Q1 2016 | $85,000 | +11.8% | 685 | -2.1% | 0.03% | +3.4% |
| Q4 2015 | $76,000 | -11.6% | 700 | -11.9% | 0.03% | -14.7% |
| Q3 2015 | $86,000 | +3.6% | 795 | -0.6% | 0.03% | +6.2% |
| Q2 2015 | $83,000 | -1.2% | 800 | +6.0% | 0.03% | -3.0% |
| Q1 2015 | $84,000 | – | 755 | – | 0.03% | – |
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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% |