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 | $2,163,000 | -52.8% | 85,717 | -52.6% | 0.04% | -52.6% |
| Q2 2020 | $4,587,000 | +4.3% | 181,019 | +3.4% | 0.08% | -21.6% |
| Q1 2020 | $4,396,000 | +32.1% | 175,039 | +33.0% | 0.10% | +86.5% |
| Q4 2019 | $3,327,000 | +58.3% | 131,613 | +58.9% | 0.05% | -29.7% |
| Q3 2019 | $2,102,000 | +383.2% | 82,852 | +382.9% | 0.07% | +362.5% |
| Q2 2019 | $435,000 | +2618.8% | 17,158 | +2539.7% | 0.02% | +1500.0% |
| Q1 2019 | $16,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $16,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | -51.5% | 650 | -50.0% | 0.00% | 0.0% |
| Q3 2017 | $33,000 | – | 1,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
| TLWM | 426,233 | $10,787,000 | 5.18% |
| Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
| MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
| LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
| CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
| Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
| RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |