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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $244,706 | -34.9% | 2,923 | -32.7% | 0.00% | -25.0% |
| Q4 2022 | $375,623 | +429.0% | 4,341 | +759.6% | 0.00% | +300.0% |
| Q2 2020 | $71,000 | +2.9% | 505 | +0.8% | 0.00% | 0.0% |
| Q1 2020 | $69,000 | -14.8% | 501 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $81,000 | -18.2% | 497 | -18.4% | 0.00% | 0.0% |
| Q3 2019 | $99,000 | +8.8% | 609 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $91,000 | +3.4% | 605 | +0.8% | 0.00% | 0.0% |
| Q1 2019 | $88,000 | +8.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $81,000 | +1.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $80,000 | +1.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $79,000 | +3.9% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $76,000 | -2.6% | 600 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $78,000 | -8.2% | 600 | -9.1% | 0.00% | 0.0% |
| Q1 2017 | $85,000 | +6.2% | 660 | +0.2% | 0.00% | 0.0% |
| Q4 2016 | $80,000 | -1.2% | 659 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $81,000 | -6.9% | 659 | +0.2% | 0.00% | 0.0% |
| Q2 2016 | $87,000 | +17.6% | 658 | +9.7% | 0.00% | 0.0% |
| Q1 2016 | $74,000 | +13.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $65,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $65,000 | +4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $62,000 | -7.5% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $67,000 | -5.6% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $71,000 | +12.7% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $63,000 | -6.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $67,000 | – | 600 | – | 0.00% | – |
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% |