ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 142 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2017 | $249,000 | +3.3% | 1,875 | +3.4% | 0.02% | 0.0% |
Q3 2017 | $241,000 | -16.3% | 1,813 | -18.3% | 0.02% | -17.4% |
Q2 2017 | $288,000 | -17.5% | 2,218 | -18.5% | 0.02% | -20.7% |
Q1 2017 | $349,000 | +5.8% | 2,722 | +0.6% | 0.03% | +3.6% |
Q4 2016 | $330,000 | +3.4% | 2,705 | +4.0% | 0.03% | +3.7% |
Q3 2016 | $319,000 | -6.2% | 2,600 | +0.3% | 0.03% | -6.9% |
Q2 2016 | $340,000 | +6.2% | 2,593 | +0.2% | 0.03% | +7.4% |
Q1 2016 | $320,000 | +14.7% | 2,589 | +0.1% | 0.03% | +17.4% |
Q4 2015 | $279,000 | -0.4% | 2,587 | -0.2% | 0.02% | -4.2% |
Q3 2015 | $280,000 | +4.9% | 2,592 | +0.8% | 0.02% | +14.3% |
Q2 2015 | $267,000 | -7.0% | 2,571 | +0.2% | 0.02% | -62.5% |
Q1 2015 | $287,000 | -5.3% | 2,565 | +0.3% | 0.06% | -1.8% |
Q4 2014 | $303,000 | +13.9% | 2,558 | +1.3% | 0.06% | +9.6% |
Q3 2014 | $266,000 | -5.7% | 2,526 | -0.2% | 0.05% | -1.9% |
Q2 2014 | $282,000 | +1.8% | 2,531 | -4.7% | 0.05% | -1.9% |
Q1 2014 | $277,000 | +10.4% | 2,656 | +1.5% | 0.05% | +8.0% |
Q4 2013 | $251,000 | +2.4% | 2,618 | +0.2% | 0.05% | -7.4% |
Q3 2013 | $245,000 | +0.8% | 2,612 | +1.8% | 0.05% | -1.8% |
Q2 2013 | $243,000 | – | 2,566 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Destination Wealth Management | 618,046 | $51,736,612 | 1.96% |
BOS Asset Management, LLC | 26,379 | $2,208,186 | 1.84% |
San Luis Wealth Advisors LLC | 40,790 | $3,415 | 1.31% |
LBMC INVESTMENT ADVISORS, LLC | 127,047 | $10,635,066 | 1.08% |
Essex LLC | 32,093 | $2,777,328 | 0.84% |
TAP Consulting, LLC | 33,574 | $2,810,474 | 0.69% |
COUNTRY CLUB BANK /GFN | 85,692 | $7,115,006 | 0.58% |
HOLDERNESS INVESTMENTS CO | 17,086 | $1,430,273 | 0.57% |
Family Firm, Inc. | 22,524 | $1,885,522 | 0.52% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,607 | $553,035 | 0.51% |