ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 165 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $3,623,000 | +2.2% | 143,610 | +2.6% | 1.25% | -12.6% |
| Q2 2020 | $3,545,000 | -0.0% | 139,950 | -0.5% | 1.43% | -11.7% |
| Q1 2020 | $3,546,000 | -3.0% | 140,650 | -2.6% | 1.62% | +16.0% |
| Q4 2019 | $3,654,000 | +92.4% | 144,455 | +93.0% | 1.40% | +76.9% |
| Q3 2019 | $1,899,000 | +9.8% | 74,850 | +12.9% | 0.79% | +7.8% |
| Q2 2019 | $1,730,000 | +66.3% | 66,300 | +60.9% | 0.73% | +57.8% |
| Q1 2019 | $1,040,000 | +48.6% | 41,200 | +47.1% | 0.46% | +30.3% |
| Q4 2018 | $700,000 | – | 28,000 | – | 0.36% | – |
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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% |