ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 132 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $29,000 | 0.0% | 223 | 0.0% | 0.05% | -9.6% |
| Q2 2018 | $29,000 | +3.6% | 223 | +5.7% | 0.05% | -28.8% |
| Q1 2018 | $28,000 | +3.7% | 211 | -5.4% | 0.07% | +121.2% |
| Q4 2017 | $27,000 | -44.9% | 223 | -40.1% | 0.03% | -62.1% |
| Q3 2017 | $49,000 | +4.3% | 372 | +0.5% | 0.09% | +1.2% |
| Q2 2017 | $47,000 | 0.0% | 370 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $47,000 | +4.4% | 370 | +0.5% | 0.09% | +32.3% |
| Q4 2016 | $45,000 | – | 368 | – | 0.06% | – |
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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% |