ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,986 | +8.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $14,716 | -10.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $16,350 | -2.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $16,742 | -3.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,308 | +6.7% | 200 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $16,226 | -5.2% | 200 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $17,120 | -5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $18,200 | +2.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,686 | +12.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,788 | +0.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,700 | -1.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $15,912 | +2.5% | 200 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $15,520 | +6.3% | 200 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $14,602 | +4.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,020 | +1.5% | 100 | 0.0% | 0.00% | -25.0% |
| Q1 2020 | $13,809 | -14.8% | 100 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $16,205 | -0.5% | 100 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $16,285 | +8.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,079 | +2.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,731 | +9.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,422 | +0.1% | 100 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $13,407 | +1.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $13,194 | +3.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $12,745 | -4.1% | 100 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $13,287 | -0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,291 | – | 100 | – | 0.00% | – |
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% |