ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 172 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $19,099,000 | +0.7% | 756,976 | +1.1% | 1.74% | -7.5% |
| Q2 2020 | $18,963,000 | +22.7% | 748,656 | +22.1% | 1.89% | +9.3% |
| Q1 2020 | $15,451,000 | +4.2% | 612,903 | +4.5% | 1.73% | +31.5% |
| Q4 2019 | $14,834,000 | +259.0% | 586,313 | +260.0% | 1.31% | +190.5% |
| Q3 2019 | $4,132,000 | +560.1% | 162,883 | +546.2% | 0.45% | +380.9% |
| Q4 2018 | $626,000 | -60.2% | 25,205 | -59.9% | 0.09% | -62.7% |
| Q3 2018 | $1,572,000 | +110.4% | 62,817 | +110.4% | 0.25% | +88.1% |
| Q2 2018 | $747,000 | – | 29,855 | – | 0.13% | – |
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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% |