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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,217,000 | -13.5% | 32,196 | -13.0% | 0.04% | -20.0% |
| Q3 2019 | $6,031,000 | -25.8% | 37,025 | -31.3% | 0.04% | -27.4% |
| Q2 2019 | $8,130,000 | +2.8% | 53,913 | +0.4% | 0.06% | -4.6% |
| Q1 2019 | $7,912,000 | +236.7% | 53,707 | +206.8% | 0.06% | +182.6% |
| Q4 2018 | $2,350,000 | +648.4% | 17,508 | +648.8% | 0.02% | +666.7% |
| Q3 2018 | $314,000 | +20.8% | 2,338 | +18.7% | 0.00% | -25.0% |
| Q2 2018 | $260,000 | -8.5% | 1,970 | -11.7% | 0.00% | 0.0% |
| Q1 2018 | $284,000 | -23.5% | 2,232 | -20.0% | 0.00% | -20.0% |
| Q4 2017 | $371,000 | -82.2% | 2,791 | -82.2% | 0.01% | -84.8% |
| Q3 2017 | $2,084,000 | -12.1% | 15,680 | -14.0% | 0.03% | -21.4% |
| Q2 2017 | $2,371,000 | +147.0% | 18,230 | +143.7% | 0.04% | +121.1% |
| Q1 2017 | $960,000 | -29.6% | 7,482 | -33.1% | 0.02% | -38.7% |
| Q4 2016 | $1,364,000 | +240.1% | 11,192 | +242.3% | 0.03% | +210.0% |
| Q3 2016 | $401,000 | -86.1% | 3,270 | -85.1% | 0.01% | -86.8% |
| Q2 2016 | $2,884,000 | – | 21,994 | – | 0.08% | – |
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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% |