ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 66 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $288,000 | +0.3% | 11,382 | 0.0% | 0.22% | -10.0% |
| Q1 2020 | $287,000 | -0.3% | 11,382 | 0.0% | 0.24% | +26.5% |
| Q4 2019 | $288,000 | -0.3% | 11,382 | 0.0% | 0.19% | -5.0% |
| Q3 2019 | $289,000 | -11.3% | 11,382 | -11.6% | 0.20% | -11.9% |
| Q2 2019 | $326,000 | -14.4% | 12,882 | -14.7% | 0.23% | -13.7% |
| Q1 2019 | $381,000 | +1.1% | 15,097 | 0.0% | 0.26% | -6.8% |
| Q4 2018 | $377,000 | -0.3% | 15,097 | 0.0% | 0.28% | +13.8% |
| Q3 2018 | $378,000 | -3.1% | 15,097 | -3.2% | 0.25% | -2.8% |
| Q2 2018 | $390,000 | -0.3% | 15,590 | 0.0% | 0.25% | -1.9% |
| Q1 2018 | $391,000 | +60.2% | 15,590 | +61.5% | 0.26% | +70.4% |
| Q4 2017 | $244,000 | -10.3% | 9,654 | -9.4% | 0.15% | -19.6% |
| Q3 2017 | $272,000 | 0.0% | 10,654 | 0.0% | 0.19% | -9.6% |
| Q2 2017 | $272,000 | +0.4% | 10,654 | 0.0% | 0.21% | +17.4% |
| Q1 2017 | $271,000 | +0.7% | 10,654 | 0.0% | 0.18% | -1.7% |
| Q4 2016 | $269,000 | – | 10,654 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 366,528 | $9,248,000 | 5.36% |
| TLWM | 402,602 | $10,150,000 | 4.81% |
| MV CAPITAL MANAGEMENT, INC. | 592,355 | $14,945,000 | 3.10% |
| Matthew Goff Investment Advisor, LLC | 361,567 | $9,122,000 | 2.91% |
| Fragasso Group Inc. | 564,197 | $14,235,000 | 2.37% |
| CORDA Investment Management, LLC. | 832,728 | $21,010,000 | 2.29% |
| Houlihan Financial Resource Group, Ltd. | 120,506 | $3,034,000 | 1.75% |
| Merit Financial Group, LLC | 756,976 | $19,099,000 | 1.74% |
| Day & Ennis, LLC | 150,501 | $3,797,000 | 1.65% |
| Northstar Group, Inc. | 143,610 | $3,623,000 | 1.25% |