ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 139 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,305 | -10.0% | 208 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,004 | -2.3% | 208 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $17,412 | -3.3% | 208 | 0.0% | 0.01% | +28.6% |
| Q4 2022 | $18,000 | +6.7% | 208 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,875 | -5.2% | 208 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,805 | -5.9% | 208 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $18,928 | +2.9% | 208 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $18,393 | +12.0% | 208 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $16,420 | +0.6% | 208 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,328 | -1.3% | 208 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $16,548 | +2.5% | 208 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,141 | +6.3% | 208 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $15,186 | +4.1% | 104 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $14,581 | +1.5% | 104 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $14,361 | -14.8% | 104 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $16,853 | -0.5% | 104 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,936 | +8.0% | 104 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,682 | +2.4% | 104 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $15,320 | +9.7% | 104 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $13,959 | +0.1% | 104 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $13,943 | +1.6% | 104 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $13,722 | +3.5% | 104 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $13,255 | -30.7% | 104 | -27.8% | 0.01% | -35.7% |
| Q4 2017 | $19,133 | -0.0% | 144 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $19,139 | +2.2% | 144 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $18,724 | +1.3% | 144 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $18,492 | +5.4% | 144 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $17,544 | -0.6% | 144 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $17,650 | -6.6% | 144 | 0.0% | 0.02% | -11.1% |
| Q2 2016 | $18,903 | +6.1% | 144 | 0.0% | 0.02% | +5.9% |
| Q1 2016 | $17,810 | – | 144 | – | 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% |