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 | $2,944,000 | +189.2% | 116,451 | +191.3% | 0.01% | +133.3% |
| Q2 2020 | $1,018,000 | -12.1% | 39,972 | -12.5% | 0.01% | -25.0% |
| Q1 2020 | $1,158,000 | -89.5% | 45,678 | -89.5% | 0.01% | -87.7% |
| Q4 2019 | $11,043,000 | +4.6% | 436,398 | +4.9% | 0.06% | +14.0% |
| Q3 2019 | $10,557,000 | -2.5% | 416,002 | -2.6% | 0.06% | -10.9% |
| Q2 2019 | $10,831,000 | +2.2% | 427,159 | +1.7% | 0.06% | -9.9% |
| Q1 2019 | $10,603,000 | +5.1% | 419,946 | +3.9% | 0.07% | -7.8% |
| Q4 2018 | $10,092,000 | +1.3% | 404,072 | +1.7% | 0.08% | +6.9% |
| Q3 2018 | $9,960,000 | 0.0% | 397,325 | -0.0% | 0.07% | -7.7% |
| Q2 2018 | $9,960,000 | +16.2% | 397,371 | +16.3% | 0.08% | +8.3% |
| Q1 2018 | $8,571,000 | +10.9% | 341,773 | +11.9% | 0.07% | +14.3% |
| Q4 2017 | $7,726,000 | +13.7% | 305,437 | +14.9% | 0.06% | +8.6% |
| Q3 2017 | $6,795,000 | +11.0% | 265,894 | +10.7% | 0.06% | +5.5% |
| Q2 2017 | $6,122,000 | – | 240,283 | – | 0.06% | – |
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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% |