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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 299,602 | $42,004,000 | 2.27% |
| LBMC INVESTMENT ADVISORS, LLC | 65,297 | $9,155,000 | 1.44% |
| First Citizens Financial Corp | 6,330 | $887,000 | 0.92% |
| BEAM WEALTH ADVISORS, INC. | 6,154 | $873,000 | 0.88% |
| Kalos Management, Inc. | 12,954 | $1,816,000 | 0.76% |
| HOLDERNESS INVESTMENTS CO | 10,554 | $1,480,000 | 0.66% |
| Carl P. Sherr & Co., LLC | 4,718 | $661,000 | 0.66% |
| MinichMacGregor Wealth Management, LLC | 8,102 | $1,135,000 | 0.63% |
| Family Firm, Inc. | 11,147 | $1,563,000 | 0.58% |
| Field & Main Bank | 4,540 | $637,000 | 0.54% |