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 | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $427,000 | +3.1% | 3,985 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $414,000 | -45.7% | 3,985 | -41.7% | 0.00% | -33.3% |
| Q1 2015 | $763,000 | +4.1% | 6,837 | +13.7% | 0.00% | 0.0% |
| Q4 2014 | $733,000 | +21.6% | 6,015 | +5.3% | 0.00% | +50.0% |
| Q3 2014 | $603,000 | -17.3% | 5,711 | -13.0% | 0.00% | -33.3% |
| Q2 2014 | $729,000 | +57.8% | 6,565 | +48.0% | 0.00% | +50.0% |
| Q1 2014 | $462,000 | – | 4,435 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Destination Wealth Management | 633,344 | $46,601,435 | 1.81% |
| BOS Asset Management, LLC | 25,014 | $1,840,530 | 1.35% |
| Bellwether Advisors, LLC | 63,241 | $4,653,273 | 1.27% |
| First Citizens Financial Corp | 22,528 | $1,657,610 | 1.17% |
| LBMC INVESTMENT ADVISORS, LLC | 120,663 | $8,573,111 | 0.91% |
| TAP Consulting, LLC | 31,479 | $2,316,223 | 0.60% |
| Essex LLC | 24,252 | $1,784,462 | 0.50% |
| Family Firm, Inc. | 23,625 | $1,738,332 | 0.49% |
| HOLDERNESS INVESTMENTS CO | 17,000 | $1,250,894 | 0.49% |
| COUNTRY CLUB BANK /GFN | 81,114 | $5,958,633 | 0.48% |