ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 106 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $12,126,000 | -5.7% | 480,624 | -5.4% | 0.40% | -13.1% |
| Q2 2020 | $12,863,000 | +8.4% | 507,824 | +7.9% | 0.46% | -15.8% |
| Q1 2020 | $11,863,000 | +15.1% | 470,552 | +15.5% | 0.54% | +34.3% |
| Q4 2019 | $10,303,000 | +20.2% | 407,251 | +20.5% | 0.40% | +9.2% |
| Q3 2019 | $8,572,000 | +31.0% | 337,893 | +30.9% | 0.37% | +31.1% |
| Q2 2019 | $6,542,000 | -3.7% | 258,164 | -4.1% | 0.28% | -7.2% |
| Q1 2019 | $6,791,000 | +15.6% | 269,115 | +14.4% | 0.30% | +0.7% |
| Q4 2018 | $5,877,000 | +19.8% | 235,287 | +20.1% | 0.30% | +38.4% |
| Q3 2018 | $4,905,000 | +28.1% | 195,923 | +28.1% | 0.22% | +28.1% |
| Q2 2018 | $3,829,000 | +24.2% | 152,913 | +24.4% | 0.17% | +31.5% |
| Q1 2018 | $3,082,000 | +12.4% | 122,932 | +13.5% | 0.13% | +5.7% |
| Q4 2017 | $2,742,000 | +36.9% | 108,340 | +38.3% | 0.12% | +29.5% |
| Q3 2017 | $2,003,000 | +144.0% | 78,358 | +143.3% | 0.10% | +126.2% |
| Q2 2017 | $821,000 | +28.1% | 32,200 | +27.8% | 0.04% | +16.7% |
| Q1 2017 | $641,000 | +130.6% | 25,200 | +129.1% | 0.04% | +111.8% |
| Q4 2016 | $278,000 | – | 11,000 | – | 0.02% | – |
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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% |