ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $43,000 | -6.5% | 500 | 0.0% | 0.03% | +23.8% |
| Q1 2022 | $46,000 | +475.0% | 500 | +400.0% | 0.02% | +600.0% |
| Q4 2020 | $8,000 | +14.3% | 100 | +100.0% | 0.00% | -25.0% |
| Q3 2020 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -66.7% | 50 | -66.7% | 0.00% | -84.6% |
| Q1 2020 | $21,000 | -12.5% | 150 | 0.0% | 0.03% | +100.0% |
| Q4 2019 | $24,000 | 0.0% | 150 | 0.0% | 0.01% | -18.8% |
| Q3 2019 | $24,000 | +4.3% | 150 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $23,000 | +4.5% | 150 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $22,000 | +10.0% | 150 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $20,000 | 0.0% | 150 | 0.0% | 0.02% | +23.1% |
| Q3 2018 | $20,000 | 0.0% | 150 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $20,000 | +5.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $19,000 | – | 150 | – | 0.01% | – |
Download | ||||||
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% |