ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 102 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,222,712 | -12.4% | 43,799 | -2.7% | 0.01% | -16.7% |
| Q2 2023 | $3,679,579 | -10.6% | 45,010 | -8.4% | 0.01% | -14.3% |
| Q1 2023 | $4,113,901 | -19.6% | 49,145 | -16.9% | 0.01% | -22.2% |
| Q4 2022 | $5,118,009 | +6.2% | 59,140 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $4,818,000 | +16.5% | 59,394 | +23.0% | 0.01% | +12.5% |
| Q2 2022 | $4,135,000 | +3.7% | 48,303 | +10.2% | 0.01% | +33.3% |
| Q1 2022 | $3,987,000 | +7.2% | 43,814 | +4.2% | 0.01% | 0.0% |
| Q4 2021 | $3,718,000 | +13.3% | 42,052 | +1.1% | 0.01% | +20.0% |
| Q3 2021 | $3,283,000 | +17.5% | 41,593 | +16.8% | 0.01% | 0.0% |
| Q2 2021 | $2,795,000 | +4.0% | 35,607 | +5.4% | 0.01% | 0.0% |
| Q1 2021 | $2,687,000 | +15.2% | 33,768 | +12.4% | 0.01% | +25.0% |
| Q4 2020 | $2,332,000 | +23.3% | 30,046 | +132.1% | 0.00% | 0.0% |
| Q3 2020 | $1,891,000 | +12.8% | 12,948 | +8.3% | 0.00% | 0.0% |
| Q2 2020 | $1,677,000 | -8.0% | 11,958 | -9.4% | 0.00% | -20.0% |
| Q1 2020 | $1,823,000 | -11.9% | 13,205 | +3.4% | 0.01% | +25.0% |
| Q4 2019 | $2,069,000 | +791.8% | 12,771 | +427.1% | 0.00% | -42.9% |
| Q4 2013 | $232,000 | +2.2% | 2,423 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $227,000 | – | 2,423 | – | 0.01% | – |
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% |