ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 47 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,166,000 | +12.1% | 85,833 | +12.5% | 0.58% | +0.9% |
| Q2 2020 | $1,933,000 | +89.7% | 76,305 | +88.8% | 0.58% | +44.5% |
| Q1 2020 | $1,019,000 | +14.9% | 40,413 | +15.2% | 0.40% | +30.1% |
| Q4 2019 | $887,000 | +30.1% | 35,069 | +30.4% | 0.31% | +20.0% |
| Q3 2019 | $682,000 | +5.7% | 26,896 | +5.6% | 0.26% | +8.5% |
| Q2 2019 | $645,000 | +18.1% | 25,459 | +17.7% | 0.24% | +16.9% |
| Q1 2019 | $546,000 | +28.8% | 21,630 | +27.5% | 0.20% | +18.2% |
| Q4 2018 | $424,000 | +14.9% | 16,968 | +15.1% | 0.17% | +26.9% |
| Q3 2018 | $369,000 | +27.7% | 14,736 | +27.6% | 0.13% | +31.4% |
| Q2 2018 | $289,000 | +76.2% | 11,550 | +78.6% | 0.10% | +50.0% |
| Q1 2018 | $164,000 | +429.0% | 6,466 | +435.7% | 0.07% | +466.7% |
| Q1 2017 | $31,000 | +520.0% | 1,207 | +503.5% | 0.01% | +500.0% |
| Q4 2016 | $5,000 | – | 200 | – | 0.00% | – |
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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% |