ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,057,000 | -8.7% | 41,864 | -8.4% | 0.13% | -18.3% |
| Q2 2020 | $1,158,000 | -0.4% | 45,714 | -0.9% | 0.16% | -19.6% |
| Q1 2020 | $1,163,000 | -0.3% | 46,114 | 0.0% | 0.20% | +22.9% |
| Q4 2019 | $1,167,000 | -20.1% | 46,114 | -19.9% | 0.17% | -26.5% |
| Q3 2019 | $1,460,000 | -5.2% | 57,555 | -5.3% | 0.23% | -7.0% |
| Q2 2019 | $1,540,000 | -4.8% | 60,755 | -5.3% | 0.24% | -7.6% |
| Q1 2019 | $1,618,000 | -1.1% | 64,133 | -2.1% | 0.26% | -7.1% |
| Q4 2018 | $1,636,000 | -6.7% | 65,483 | -6.5% | 0.28% | +17.9% |
| Q3 2018 | $1,753,000 | +0.3% | 70,024 | +0.4% | 0.24% | -5.1% |
| Q2 2018 | $1,747,000 | +1.1% | 69,755 | +1.2% | 0.25% | -1.6% |
| Q1 2018 | $1,728,000 | +6.1% | 68,914 | +6.4% | 0.26% | +8.0% |
| Q4 2017 | $1,629,000 | +3.6% | 64,774 | +5.3% | 0.24% | +26.6% |
| Q3 2017 | $1,572,000 | -3.7% | 61,519 | -3.8% | 0.19% | -23.6% |
| Q2 2017 | $1,632,000 | +2.2% | 63,963 | +1.8% | 0.25% | +8.8% |
| Q1 2017 | $1,597,000 | – | 62,818 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |