ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |