ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $232,594 | +10.2% | 2,688 | +0.4% | 0.08% | +4.2% |
| Q3 2022 | $211,000 | -7.5% | 2,677 | +0.4% | 0.07% | -1.4% |
| Q2 2022 | $228,000 | -35.0% | 2,667 | +5.0% | 0.07% | -29.1% |
| Q1 2020 | $351,000 | -14.8% | 2,540 | 0.0% | 0.10% | -1.0% |
| Q4 2019 | $412,000 | -0.5% | 2,540 | 0.0% | 0.10% | -8.8% |
| Q3 2019 | $414,000 | +8.1% | 2,540 | 0.0% | 0.11% | +2.7% |
| Q2 2019 | $383,000 | +2.4% | 2,540 | 0.0% | 0.11% | -5.9% |
| Q1 2019 | $374,000 | +9.7% | 2,540 | 0.0% | 0.12% | -12.6% |
| Q4 2018 | $341,000 | 0.0% | 2,540 | 0.0% | 0.14% | +10.7% |
| Q3 2018 | $341,000 | +1.8% | 2,540 | 0.0% | 0.12% | -3.9% |
| Q2 2018 | $335,000 | -42.1% | 2,540 | -44.1% | 0.13% | -48.6% |
| Q1 2018 | $579,000 | -4.0% | 4,540 | 0.0% | 0.25% | -1.2% |
| Q4 2017 | $603,000 | – | 4,540 | – | 0.25% | – |
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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% |