ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 147 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $856,000 | +0.8% | 33,925 | +1.2% | 0.06% | -6.2% |
Q2 2020 | $849,000 | +165.3% | 33,525 | +164.5% | 0.06% | +124.1% |
Q1 2020 | $320,000 | -7.5% | 12,675 | -7.3% | 0.03% | +16.0% |
Q4 2019 | $346,000 | +5.8% | 13,675 | +6.2% | 0.02% | 0.0% |
Q3 2019 | $327,000 | +36.2% | 12,875 | +35.9% | 0.02% | +31.6% |
Q2 2019 | $240,000 | +10.6% | 9,475 | +10.2% | 0.02% | +5.6% |
Q1 2019 | $217,000 | – | 8,600 | – | 0.02% | – |
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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% |