ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 103 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.55 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $6,092,000 | -0.6% | 50,000 | -0.0% | 0.01% | 0.0% |
| Q3 2016 | $6,129,000 | -6.7% | 50,001 | -0.0% | 0.01% | -14.3% |
| Q2 2016 | $6,566,000 | -46.9% | 50,021 | -50.0% | 0.01% | -53.3% |
| Q1 2016 | $12,368,000 | +74.1% | 100,001 | +52.0% | 0.02% | +87.5% |
| Q4 2015 | $7,102,000 | +1407.9% | 65,805 | +1407.2% | 0.01% | +700.0% |
| Q3 2015 | $471,000 | -55.9% | 4,366 | -57.6% | 0.00% | 0.0% |
| Q2 2015 | $1,069,000 | -81.4% | 10,308 | -79.9% | 0.00% | -83.3% |
| Q1 2015 | $5,734,000 | +5.2% | 51,306 | +11.4% | 0.01% | +20.0% |
| Q4 2014 | $5,449,000 | +49.9% | 46,075 | +33.4% | 0.01% | +66.7% |
| Q3 2014 | $3,636,000 | +1050.6% | 34,542 | +1117.1% | 0.00% | – |
| Q2 2014 | $316,000 | -95.5% | 2,838 | -96.1% | 0.00% | -100.0% |
| Q4 2013 | $6,988,000 | +366.8% | 72,928 | +361.0% | 0.01% | +200.0% |
| Q2 2013 | $1,497,000 | +0.4% | 15,820 | +3.0% | 0.00% | 0.0% |
| Q1 2013 | $1,491,000 | – | 15,352 | – | 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% |