ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $935,000 | -0.4% | 37,061 | 0.0% | 0.43% | -2.9% |
| Q2 2020 | $939,000 | +0.5% | 37,061 | 0.0% | 0.44% | -26.3% |
| Q1 2020 | $934,000 | -0.4% | 37,061 | 0.0% | 0.60% | +24.3% |
| Q4 2019 | $938,000 | -0.2% | 37,061 | 0.0% | 0.48% | -14.7% |
| Q3 2019 | $940,000 | +0.1% | 37,061 | 0.0% | 0.56% | -3.4% |
| Q2 2019 | $939,000 | +0.4% | 37,061 | 0.0% | 0.58% | -1.8% |
| Q1 2019 | $935,000 | +1.0% | 37,061 | 0.0% | 0.60% | -9.8% |
| Q4 2018 | $926,000 | +123.1% | 37,061 | +123.5% | 0.66% | +142.6% |
| Q3 2018 | $415,000 | 0.0% | 16,580 | 0.0% | 0.27% | -9.3% |
| Q2 2018 | $415,000 | -0.2% | 16,580 | 0.0% | 0.30% | -22.9% |
| Q1 2018 | $416,000 | +13.4% | 16,580 | +14.3% | 0.39% | +31.0% |
| Q4 2017 | $367,000 | – | 14,500 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |