ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $796,000 | -30.6% | 31,577 | -30.3% | 0.44% | -39.1% |
| Q2 2020 | $1,147,000 | -0.1% | 45,287 | -0.6% | 0.72% | -14.2% |
| Q1 2020 | $1,148,000 | -8.8% | 45,547 | -8.5% | 0.84% | +10.8% |
| Q4 2019 | $1,259,000 | -10.1% | 49,772 | -9.8% | 0.76% | -15.6% |
| Q3 2019 | $1,400,000 | +0.1% | 55,197 | +0.0% | 0.90% | -0.6% |
| Q2 2019 | $1,398,000 | +9.0% | 55,181 | +8.5% | 0.90% | +4.2% |
| Q1 2019 | $1,283,000 | 0.0% | 50,873 | -1.0% | 0.86% | -13.4% |
| Q4 2018 | $1,283,000 | -3.2% | 51,366 | -3.0% | 1.00% | +17.0% |
| Q3 2018 | $1,325,000 | -13.5% | 52,942 | -13.4% | 0.85% | -14.3% |
| Q2 2018 | $1,531,000 | +1.9% | 61,147 | +2.0% | 1.00% | +5.1% |
| Q1 2018 | $1,503,000 | -23.7% | 59,960 | -22.9% | 0.95% | -22.8% |
| Q4 2017 | $1,969,000 | +73.0% | 77,803 | +74.7% | 1.23% | +60.4% |
| Q3 2017 | $1,138,000 | -50.3% | 44,545 | -50.4% | 0.77% | -12.7% |
| Q2 2017 | $2,290,000 | – | 89,806 | – | 0.88% | – |
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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% |