ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 47 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $238,000 | -3.3% | 9,420 | -2.6% | 0.03% | -7.1% |
| Q3 2019 | $246,000 | -4.3% | 9,670 | -4.9% | 0.03% | -6.7% |
| Q2 2019 | $257,000 | 0.0% | 10,170 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $257,000 | -5.2% | 10,170 | -6.4% | 0.03% | -16.7% |
| Q4 2018 | $271,000 | +10.2% | 10,870 | +10.7% | 0.04% | +24.1% |
| Q3 2018 | $246,000 | -0.8% | 9,820 | -1.0% | 0.03% | -3.3% |
| Q2 2018 | $248,000 | -18.7% | 9,920 | -18.5% | 0.03% | -18.9% |
| Q1 2018 | $305,000 | +41.2% | 12,173 | +42.9% | 0.04% | +23.3% |
| Q1 2017 | $216,000 | +7.5% | 8,520 | +9.0% | 0.03% | +3.4% |
| Q3 2016 | $201,000 | – | 7,820 | – | 0.03% | – |
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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% |