ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 174 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $253,000 | -0.4% | 10,000 | 0.0% | 0.01% | -18.2% |
| Q3 2019 | $254,000 | +0.4% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $253,000 | +0.4% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $252,000 | -32.8% | 10,000 | -33.3% | 0.01% | -38.9% |
| Q4 2018 | $375,000 | +50.0% | 15,000 | +50.0% | 0.02% | +80.0% |
| Q3 2018 | $250,000 | 0.0% | 10,000 | 0.0% | 0.01% | -9.1% |
| Q2 2018 | $250,000 | -0.4% | 10,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $251,000 | -0.8% | 10,000 | 0.0% | 0.01% | -15.4% |
| Q4 2017 | $253,000 | -1.2% | 10,000 | 0.0% | 0.01% | -13.3% |
| Q3 2017 | $256,000 | +0.4% | 10,000 | 0.0% | 0.02% | -11.8% |
| Q2 2017 | $255,000 | +0.4% | 10,000 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $254,000 | – | 10,000 | – | 0.02% | – |
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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% |