ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4. A total of 54 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $336,000 | -6.9% | 13,513 | -6.8% | 0.02% | -14.3% |
| Q2 2019 | $361,000 | -19.4% | 14,497 | -19.6% | 0.02% | -27.6% |
| Q1 2019 | $448,000 | -62.2% | 18,035 | -62.3% | 0.03% | -67.8% |
| Q4 2018 | $1,186,000 | -6.8% | 47,829 | -6.8% | 0.09% | -7.2% |
| Q3 2018 | $1,272,000 | -8.9% | 51,305 | -8.9% | 0.10% | -20.5% |
| Q2 2018 | $1,396,000 | -1.4% | 56,345 | -1.4% | 0.12% | -5.4% |
| Q1 2018 | $1,416,000 | -15.3% | 57,148 | -15.0% | 0.13% | -14.0% |
| Q4 2017 | $1,671,000 | -5.2% | 67,207 | -4.4% | 0.15% | -6.2% |
| Q3 2017 | $1,762,000 | -16.5% | 70,327 | -16.7% | 0.16% | -20.4% |
| Q2 2017 | $2,111,000 | +19.5% | 84,382 | +19.3% | 0.20% | +12.3% |
| Q1 2017 | $1,767,000 | -10.3% | 70,756 | -10.5% | 0.18% | -17.1% |
| Q4 2016 | $1,969,000 | -13.8% | 79,095 | -12.9% | 0.22% | -13.9% |
| Q3 2016 | $2,283,000 | +19.7% | 90,848 | +20.5% | 0.25% | +0.8% |
| Q2 2016 | $1,908,000 | -41.0% | 75,371 | -41.6% | 0.25% | -49.0% |
| Q1 2016 | $3,236,000 | – | 129,124 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 394,303 | $9,792,000 | 5.04% |
| Tillar-Wenstrup Advisors, LLC | 281,747 | $7,001,000 | 4.06% |
| MV CAPITAL MANAGEMENT, INC. | 550,979 | $13,692,000 | 3.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,342 | $15,465,000 | 2.93% |
| Guidant Wealth Advisors | 237,267 | $5,896,000 | 2.19% |
| ALTERNA WEALTH MANAGEMENT, INC | 73,849 | $1,835,000 | 2.17% |
| RVW Wealth, LLC | 265,563 | $6,599,000 | 1.57% |
| Fragasso Group Inc. | 321,472 | $7,989,000 | 1.48% |
| CORDA Investment Management, LLC. | 492,995 | $12,250,000 | 1.34% |
| Merit Financial Group, LLC | 453,557 | $11,271,000 | 1.23% |