ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |