ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 106 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,007,000 | +105.0% | 79,540 | +105.8% | 0.04% | +94.4% |
| Q2 2020 | $979,000 | +12.9% | 38,640 | +12.4% | 0.02% | +5.9% |
| Q1 2020 | $867,000 | +5.3% | 34,387 | +5.7% | 0.02% | +30.8% |
| Q4 2019 | $823,000 | +6.2% | 32,539 | +6.5% | 0.01% | -7.1% |
| Q3 2019 | $775,000 | +0.1% | 30,540 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $774,000 | +6.8% | 30,540 | +6.3% | 0.01% | +16.7% |
| Q1 2019 | $725,000 | +128.0% | 28,740 | +125.6% | 0.01% | +100.0% |
| Q4 2018 | $318,000 | -0.3% | 12,740 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $319,000 | +42.4% | 12,740 | +42.5% | 0.01% | +50.0% |
| Q2 2018 | $224,000 | +1217.6% | 8,940 | +1177.1% | 0.00% | – |
| Q2 2017 | $17,000 | -52.8% | 700 | -51.7% | 0.00% | -100.0% |
| Q1 2017 | $36,000 | 0.0% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $36,000 | -2.7% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $37,000 | +27.6% | 1,450 | +26.1% | 0.00% | 0.0% |
| Q2 2016 | $29,000 | – | 1,150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 361,767 | $9,129,000 | 5.25% |
| TLWM | 330,203 | $8,343,000 | 4.68% |
| Fragasso Financial Advisors Inc | 720,138 | $18,173,000 | 3.88% |
| Guidant Wealth Advisors | 347,157 | $8,761,000 | 3.41% |
| MV CAPITAL MANAGEMENT, INC. | 485,737 | $12,258,000 | 2.95% |
| Day & Ennis, LLC | 199,948 | $5,046,000 | 2.83% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 528,536 | $13,337,000 | 2.78% |
| Relative Value Partners Group, LLC | 1,025,543 | $25,880,000 | 2.77% |
| CORDA Investment Management, LLC. | 871,832 | $22,000,000 | 2.54% |
| RVW Wealth, LLC | 351,483 | $8,870,000 | 2.26% |