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 | $1,533,000 | -7.4% | 60,764 | -7.0% | 0.01% | -10.0% |
| Q2 2020 | $1,655,000 | +0.4% | 65,350 | -0.1% | 0.01% | -23.1% |
| Q1 2020 | $1,649,000 | -0.2% | 65,403 | +0.1% | 0.01% | +18.2% |
| Q4 2019 | $1,653,000 | +13.4% | 65,335 | +13.7% | 0.01% | 0.0% |
| Q3 2019 | $1,458,000 | +7.2% | 57,476 | +7.1% | 0.01% | +10.0% |
| Q2 2019 | $1,360,000 | +11.4% | 53,689 | +11.0% | 0.01% | 0.0% |
| Q1 2019 | $1,221,000 | -22.6% | 48,380 | -21.8% | 0.01% | -50.0% |
| Q2 2017 | $1,578,000 | +7.1% | 61,845 | +6.7% | 0.02% | 0.0% |
| Q1 2017 | $1,473,000 | +42.9% | 57,959 | +41.9% | 0.02% | +25.0% |
| Q4 2016 | $1,031,000 | +307.5% | 40,850 | +315.0% | 0.02% | +300.0% |
| Q3 2016 | $253,000 | – | 9,843 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 375,084 | $9,508,000 | 5.47% |
| Tillar-Wenstrup Advisors, LLC | 377,254 | $9,560,000 | 5.38% |
| Fragasso Group Inc. | 741,756 | $18,796,000 | 3.72% |
| Guidant Wealth Advisors | 349,563 | $8,858,000 | 3.42% |
| Relative Value Partners Group, LLC | 1,139,493 | $28,875,000 | 3.02% |
| MV CAPITAL MANAGEMENT, INC. | 514,333 | $13,033,000 | 3.01% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 552,928 | $14,011,000 | 2.80% |
| Day & Ennis, LLC | 199,960 | $5,067,000 | 2.67% |
| CORDA Investment Management, LLC. | 893,872 | $22,650,000 | 2.46% |
| RVW Wealth, LLC | 403,487 | $10,224,000 | 2.44% |