ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4. A total of 54 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $13,692,000 | +2.3% | 550,979 | +2.3% | 3.11% | +0.6% |
| Q2 2019 | $13,389,000 | +4.9% | 538,371 | +4.9% | 3.10% | +0.8% |
| Q1 2019 | $12,760,000 | +41.9% | 513,273 | +41.6% | 3.07% | +22.0% |
| Q4 2018 | $8,990,000 | +2.9% | 362,482 | +2.9% | 2.52% | +15.8% |
| Q3 2018 | $8,734,000 | +1.4% | 352,166 | +1.4% | 2.17% | -2.7% |
| Q2 2018 | $8,610,000 | +6.4% | 347,450 | +6.4% | 2.23% | +4.3% |
| Q1 2018 | $8,091,000 | +119.4% | 326,629 | +120.3% | 2.14% | +113.3% |
| Q4 2017 | $3,687,000 | +0.7% | 148,265 | +1.4% | 1.00% | -2.3% |
| Q3 2017 | $3,663,000 | +23.1% | 146,239 | +22.9% | 1.03% | +17.0% |
| Q2 2017 | $2,976,000 | +45.7% | 118,943 | +45.4% | 0.88% | +36.7% |
| Q1 2017 | $2,043,000 | +2303.5% | 81,805 | +2291.3% | 0.64% | +1974.2% |
| Q4 2016 | $85,000 | – | 3,421 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 394,303 | $9,792,000 | 5.04% |
| Tillar-Wenstrup Advisors, LLC | 281,747 | $7,001,000 | 4.06% |
| MV CAPITAL MANAGEMENT, INC. | 550,979 | $13,692,000 | 3.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,342 | $15,465,000 | 2.93% |
| Guidant Wealth Advisors | 237,267 | $5,896,000 | 2.19% |
| ALTERNA WEALTH MANAGEMENT, INC | 73,849 | $1,835,000 | 2.17% |
| RVW Wealth, LLC | 265,563 | $6,599,000 | 1.57% |
| Fragasso Group Inc. | 321,472 | $7,989,000 | 1.48% |
| CORDA Investment Management, LLC. | 492,995 | $12,250,000 | 1.34% |
| Merit Financial Group, LLC | 453,557 | $11,271,000 | 1.23% |