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 | 332,016 | $8,313,000 | 4.52% |
TLWM | 299,026 | $7,512,000 | 4.37% |
Fragasso Group Inc. | 712,869 | $17,793,000 | 4.31% |
Leicht Financial Planning & Wealth Management, Inc. | 142,962 | $3,589,000 | 4.26% |
Day & Ennis, LLC | 173,692 | $4,349,000 | 2.93% |
CORDA Investment Management, LLC. | 838,695 | $20,998,000 | 2.49% |
Lutz Financial Services LLC | 404,819 | $10,135,000 | 2.24% |
MV CAPITAL MANAGEMENT, INC. | 313,932 | $7,860,000 | 1.96% |
Matthew Goff Investment Advisor, LLC | 96,713 | $2,421,000 | 0.97% |
Timber Creek Capital Management LLC | 52,942 | $1,325,000 | 0.85% |