ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 146 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |