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 | $14,945,000 | +0.2% | 592,355 | +0.6% | 3.10% | -11.6% |
| Q2 2020 | $14,917,000 | -0.9% | 588,911 | -1.4% | 3.51% | -10.4% |
| Q1 2020 | $15,052,000 | +8.2% | 597,070 | +8.6% | 3.92% | +30.5% |
| Q4 2019 | $13,909,000 | +3.6% | 549,765 | +3.9% | 3.00% | -1.6% |
| Q3 2019 | $13,430,000 | +3.0% | 529,352 | +2.9% | 3.05% | +1.4% |
| Q2 2019 | $13,033,000 | +6.3% | 514,333 | +5.9% | 3.01% | +2.2% |
| Q1 2019 | $12,258,000 | +51.5% | 485,737 | +49.9% | 2.95% | +30.2% |
| Q4 2018 | $8,093,000 | +3.0% | 323,977 | +3.2% | 2.26% | +15.9% |
| Q3 2018 | $7,860,000 | +1.3% | 313,932 | +1.3% | 1.96% | -2.9% |
| Q2 2018 | $7,761,000 | +4.5% | 309,956 | +4.6% | 2.01% | +2.4% |
| Q1 2018 | $7,426,000 | +180.3% | 296,199 | +183.1% | 1.97% | +172.7% |
| Q4 2017 | $2,649,000 | +1.5% | 104,645 | +2.4% | 0.72% | -1.6% |
| Q3 2017 | $2,611,000 | +31.7% | 102,170 | +31.5% | 0.73% | +25.3% |
| Q2 2017 | $1,982,000 | +70.9% | 77,678 | +70.3% | 0.58% | +60.3% |
| Q1 2017 | $1,160,000 | +1684.6% | 45,622 | +1663.5% | 0.36% | +1487.0% |
| Q4 2016 | $65,000 | – | 2,587 | – | 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% |