ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,597,000 | +0.4% | 102,951 | +0.8% | 0.02% | -5.3% |
| Q2 2020 | $2,586,000 | +3.8% | 102,093 | +3.3% | 0.02% | -20.8% |
| Q1 2020 | $2,491,000 | +181.2% | 98,815 | +182.2% | 0.02% | +242.9% |
| Q4 2019 | $886,000 | +0.2% | 35,016 | +0.5% | 0.01% | -12.5% |
| Q3 2019 | $884,000 | +244.0% | 34,837 | +243.2% | 0.01% | +300.0% |
| Q2 2019 | $257,000 | +14.2% | 10,151 | +14.0% | 0.00% | -33.3% |
| Q4 2017 | $225,000 | -15.4% | 8,903 | -14.5% | 0.00% | -25.0% |
| Q3 2017 | $266,000 | -27.3% | 10,409 | -27.4% | 0.00% | -20.0% |
| Q2 2017 | $366,000 | – | 14,332 | – | 0.01% | – |
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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% |