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 2023 | $8,106 | -11.3% | 110,172 | -1.4% | 0.02% | -10.5% |
| Q2 2023 | $9,138 | +2.9% | 111,784 | +5.4% | 0.02% | 0.0% |
| Q1 2023 | $8,881 | -0.7% | 106,099 | +2.6% | 0.02% | -13.6% |
| Q4 2022 | $8,945 | -99.9% | 103,363 | +0.6% | 0.02% | +4.8% |
| Q3 2022 | $8,332,000 | -8.4% | 102,708 | -3.3% | 0.02% | -12.5% |
| Q2 2022 | $9,092,000 | -5.3% | 106,220 | +0.7% | 0.02% | +9.1% |
| Q1 2022 | $9,600,000 | +1.6% | 105,503 | -1.3% | 0.02% | +4.8% |
| Q4 2021 | $9,449,000 | +6.1% | 106,862 | -5.3% | 0.02% | -4.5% |
| Q3 2021 | $8,908,000 | +1.1% | 112,850 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $8,810,000 | +4.7% | 112,235 | +6.2% | 0.02% | -8.3% |
| Q1 2021 | $8,411,000 | +2.1% | 105,731 | -0.4% | 0.02% | -4.0% |
| Q4 2020 | $8,236,000 | +9.0% | 106,139 | +105.2% | 0.02% | -3.8% |
| Q3 2020 | $7,553,000 | +15.6% | 51,728 | +10.9% | 0.03% | +4.0% |
| Q2 2020 | $6,536,000 | -2.3% | 46,624 | -3.8% | 0.02% | -19.4% |
| Q1 2020 | $6,691,000 | -16.4% | 48,459 | -1.9% | 0.03% | +3.3% |
| Q4 2019 | $8,004,000 | -5.2% | 49,398 | -4.7% | 0.03% | -16.7% |
| Q3 2019 | $8,440,000 | +11.4% | 51,829 | +3.2% | 0.04% | +9.1% |
| Q2 2019 | $7,573,000 | +4.7% | 50,228 | +2.3% | 0.03% | 0.0% |
| Q1 2019 | $7,233,000 | +9.1% | 49,105 | -0.6% | 0.03% | -5.7% |
| Q4 2018 | $6,631,000 | +5.3% | 49,407 | +5.2% | 0.04% | +16.7% |
| Q3 2018 | $6,298,000 | +5.9% | 46,982 | +4.3% | 0.03% | -3.2% |
| Q2 2018 | $5,945,000 | +13.8% | 45,056 | +9.9% | 0.03% | +10.7% |
| Q1 2018 | $5,226,000 | -1.7% | 41,007 | +2.4% | 0.03% | -3.4% |
| Q4 2017 | $5,319,000 | – | 40,034 | – | 0.03% | – |
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% |