ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 165 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,143,000 | -4.4% | 45,285 | -4.0% | 0.06% | -11.3% |
| Q2 2020 | $1,195,000 | +1.4% | 47,190 | +0.9% | 0.06% | -17.3% |
| Q1 2020 | $1,179,000 | -7.8% | 46,761 | -7.5% | 0.08% | +21.0% |
| Q4 2019 | $1,279,000 | -5.3% | 50,560 | -5.1% | 0.06% | -12.7% |
| Q3 2019 | $1,351,000 | -0.4% | 53,253 | -0.5% | 0.07% | -4.1% |
| Q2 2019 | $1,356,000 | +2.3% | 53,529 | +1.9% | 0.07% | -3.9% |
| Q1 2019 | $1,326,000 | +3.7% | 52,544 | +2.7% | 0.08% | -9.4% |
| Q4 2018 | $1,279,000 | +0.9% | 51,185 | +1.2% | 0.08% | +13.3% |
| Q3 2018 | $1,267,000 | +16.6% | 50,587 | +16.6% | 0.08% | +10.3% |
| Q2 2018 | $1,087,000 | -1.2% | 43,398 | -1.1% | 0.07% | -5.6% |
| Q1 2018 | $1,100,000 | -3.5% | 43,865 | -2.6% | 0.07% | -2.7% |
| Q4 2017 | $1,140,000 | -9.5% | 45,050 | -8.6% | 0.07% | -14.9% |
| Q3 2017 | $1,260,000 | -11.8% | 49,280 | -12.0% | 0.09% | -14.7% |
| Q2 2017 | $1,428,000 | -0.8% | 55,987 | -1.2% | 0.10% | -6.4% |
| Q1 2017 | $1,440,000 | +10.6% | 56,653 | +9.8% | 0.11% | -0.9% |
| Q4 2016 | $1,302,000 | +26.5% | 51,594 | +29.0% | 0.11% | +20.9% |
| Q3 2016 | $1,029,000 | – | 40,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 361,767 | $9,129,000 | 5.25% |
| TLWM | 330,203 | $8,343,000 | 4.68% |
| Fragasso Financial Advisors Inc | 720,138 | $18,173,000 | 3.88% |
| Guidant Wealth Advisors | 347,157 | $8,761,000 | 3.41% |
| MV CAPITAL MANAGEMENT, INC. | 485,737 | $12,258,000 | 2.95% |
| Day & Ennis, LLC | 199,948 | $5,046,000 | 2.83% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 528,536 | $13,337,000 | 2.78% |
| Relative Value Partners Group, LLC | 1,025,543 | $25,880,000 | 2.77% |
| CORDA Investment Management, LLC. | 871,832 | $22,000,000 | 2.54% |
| RVW Wealth, LLC | 351,483 | $8,870,000 | 2.26% |