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 2019 | $228,000 | -15.2% | 1,586 | -15.1% | 0.00% | 0.0% |
| Q2 2019 | $269,000 | -0.7% | 1,868 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $271,000 | +21.5% | 1,884 | +13.1% | 0.00% | 0.0% |
| Q4 2018 | $223,000 | -0.4% | 1,666 | -0.4% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | +1.8% | 1,673 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $220,000 | +6.3% | 1,672 | -9.6% | 0.00% | 0.0% |
| Q1 2016 | $207,000 | – | 1,849 | – | 0.00% | – |
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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% |