ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 166 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $244,000 | -33.7% | 1,769 | -22.0% | 0.03% | -25.0% |
| Q4 2019 | $368,000 | -2.9% | 2,268 | -2.5% | 0.04% | -13.7% |
| Q3 2019 | $379,000 | +3.6% | 2,327 | -4.1% | 0.05% | -3.8% |
| Q2 2019 | $366,000 | +2.2% | 2,427 | 0.0% | 0.05% | -7.0% |
| Q1 2019 | $358,000 | +9.8% | 2,427 | 0.0% | 0.06% | -8.1% |
| Q4 2018 | $326,000 | +0.3% | 2,427 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $325,000 | 0.0% | 2,427 | -1.5% | 0.06% | -28.7% |
| Q2 2018 | $325,000 | – | 2,463 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 138,873 | $12,018,069 | 4.34% |
| BOS Asset Management, LLC | 31,173 | $2,697,711 | 2.41% |
| Destination Wealth Management | 609,368 | $52,734,721 | 2.10% |
| First Citizens Financial Corp | 16,780 | $1,452 | 1.25% |
| LBMC INVESTMENT ADVISORS, LLC | 128,477 | $11,118,433 | 1.17% |
| Fort Point Capital Partners LLC | 75,350 | $6,520,789 | 1.02% |
| FIFTH THIRD SECURITIES, INC. | 89,287 | $7,726,935 | 1.02% |
| TAP Consulting, LLC | 42,925 | $3,714,714 | 0.97% |
| OmniStar Financial Group, Inc. | 9,175 | $794,013 | 0.90% |
| Essex LLC | 32,093 | $2,777,328 | 0.84% |