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 ↓ |
|---|---|---|---|
| TLWM | 375,084 | $9,508,000 | 5.47% |
| Tillar-Wenstrup Advisors, LLC | 377,254 | $9,560,000 | 5.38% |
| Fragasso Group Inc. | 741,756 | $18,796,000 | 3.72% |
| Guidant Wealth Advisors | 349,563 | $8,858,000 | 3.42% |
| Relative Value Partners Group, LLC | 1,139,493 | $28,875,000 | 3.02% |
| MV CAPITAL MANAGEMENT, INC. | 514,333 | $13,033,000 | 3.01% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 552,928 | $14,011,000 | 2.80% |
| Day & Ennis, LLC | 199,960 | $5,067,000 | 2.67% |
| CORDA Investment Management, LLC. | 893,872 | $22,650,000 | 2.46% |
| RVW Wealth, LLC | 403,487 | $10,224,000 | 2.44% |