ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 144 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $543,000 | +23.7% | 3,336 | +1.1% | 0.10% | -4.0% |
| Q2 2019 | $439,000 | -10.6% | 3,300 | -1.1% | 0.10% | +7.5% |
| Q1 2019 | $491,000 | +5.6% | 3,336 | -3.6% | 0.09% | -7.0% |
| Q4 2018 | $465,000 | -0.4% | 3,462 | +0.1% | 0.10% | +6.4% |
| Q3 2018 | $467,000 | +1.3% | 3,460 | -0.4% | 0.09% | -6.0% |
| Q2 2018 | $461,000 | +4.1% | 3,473 | -0.0% | 0.10% | +1.0% |
| Q1 2018 | $443,000 | +603.2% | 3,474 | +634.5% | 0.10% | +560.0% |
| Q4 2017 | $63,000 | – | 473 | – | 0.02% | – |
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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% |