ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $9,248,000 | -6.9% | 366,528 | -6.5% | 5.36% | -10.9% |
| Q2 2020 | $9,931,000 | -3.5% | 392,064 | -4.0% | 6.02% | -37.0% |
| Q1 2020 | $10,293,000 | -3.9% | 408,309 | -3.6% | 9.56% | +59.7% |
| Q4 2019 | $10,713,000 | +9.8% | 423,434 | +10.1% | 5.98% | +5.8% |
| Q3 2019 | $9,760,000 | +2.1% | 384,709 | +2.0% | 5.66% | +5.0% |
| Q2 2019 | $9,560,000 | +4.7% | 377,254 | +4.3% | 5.38% | +2.6% |
| Q1 2019 | $9,129,000 | +6.9% | 361,767 | +5.9% | 5.25% | -6.7% |
| Q4 2018 | $8,537,000 | +2.7% | 341,750 | +2.9% | 5.62% | +24.3% |
| Q3 2018 | $8,313,000 | -1.5% | 332,016 | -1.5% | 4.52% | -3.7% |
| Q2 2018 | $8,441,000 | +1.6% | 337,113 | +1.8% | 4.69% | -2.9% |
| Q1 2018 | $8,304,000 | – | 331,240 | – | 4.84% | – |
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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% |