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% | – |
Download | ||||||
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% |