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 ↓ |
---|---|---|---|
Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
TLWM | 426,233 | $10,787,000 | 5.18% |
Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |