ISHARES TR's ticker is IBDH and the CUSIP is 46434VAA8. A total of 70 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 2018 | $533,000 | -0.2% | 21,236 | 0.0% | 0.20% | -4.3% |
| Q2 2018 | $534,000 | +66.4% | 21,236 | +66.3% | 0.21% | -12.7% |
| Q1 2018 | $321,000 | +0.3% | 12,770 | +0.2% | 0.24% | +0.9% |
| Q4 2017 | $320,000 | +7.0% | 12,739 | +7.3% | 0.24% | -7.8% |
| Q3 2017 | $299,000 | -58.5% | 11,870 | -58.5% | 0.26% | +6.7% |
| Q2 2017 | $721,000 | -1.2% | 28,632 | -1.3% | 0.24% | +2.1% |
| Q1 2017 | $730,000 | +137.0% | 29,000 | +136.3% | 0.23% | -16.1% |
| Q4 2016 | $308,000 | -77.7% | 12,270 | -77.6% | 0.28% | -27.7% |
| Q3 2016 | $1,383,000 | +116.4% | 54,750 | +117.2% | 0.39% | -1.0% |
| Q2 2016 | $639,000 | – | 25,205 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 252,015 | $6,333,000 | 3.52% |
| Clearshares LLC | 141,751 | $3,565,000 | 3.40% |
| Fragasso Group Inc. | 350,007 | $8,796,000 | 2.27% |
| MV CAPITAL MANAGEMENT, INC. | 321,410 | $8,077,000 | 2.10% |
| Day & Ennis, LLC | 64,464 | $1,620,000 | 1.20% |
| Lenox Wealth Management, Inc. | 52,896 | $1,329,000 | 0.43% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 109,000 | $2,739,000 | 0.31% |
| Wolf Group Capital Advisors | 16,396 | $412,000 | 0.27% |
| RITHOLTZ WEALTH MANAGEMENT | 30,980 | $779,000 | 0.21% |
| Accuvest Global Advisors | 21,236 | $534,000 | 0.21% |