ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 133 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $44,000 | +10.0% | 300 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $40,000 | -4.8% | 300 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $42,000 | -25.0% | 300 | -29.4% | 0.02% | -19.0% |
| Q2 2018 | $56,000 | +47.4% | 425 | +41.7% | 0.02% | +50.0% |
| Q1 2018 | $38,000 | -5.0% | 300 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $40,000 | 0.0% | 300 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $40,000 | +2.6% | 300 | -0.3% | 0.02% | 0.0% |
| Q2 2017 | $39,000 | -15.2% | 301 | -15.9% | 0.02% | -20.0% |
| Q1 2017 | $46,000 | +4.5% | 358 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $44,000 | 0.0% | 358 | +0.3% | 0.02% | 0.0% |
| Q3 2016 | $44,000 | -6.4% | 357 | 0.0% | 0.02% | -13.0% |
| Q2 2016 | $47,000 | +6.8% | 357 | +0.3% | 0.02% | +9.5% |
| Q1 2016 | $44,000 | +15.8% | 356 | +0.3% | 0.02% | +23.5% |
| Q4 2015 | $38,000 | – | 355 | – | 0.02% | – |
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% |