ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $616,000 | -0.5% | 24,423 | 0.0% | 0.10% | -8.5% |
| Q2 2020 | $619,000 | +0.5% | 24,423 | 0.0% | 0.11% | -15.9% |
| Q1 2020 | $616,000 | -0.3% | 24,423 | 0.0% | 0.13% | +14.5% |
| Q4 2019 | $618,000 | +0.2% | 24,423 | +0.5% | 0.11% | -9.8% |
| Q3 2019 | $617,000 | +8.8% | 24,306 | +8.7% | 0.12% | +8.9% |
| Q2 2019 | $567,000 | +0.5% | 22,356 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $564,000 | +10.2% | 22,356 | +9.0% | 0.12% | -4.2% |
| Q4 2018 | $512,000 | -0.4% | 20,501 | -0.1% | 0.12% | +8.1% |
| Q3 2018 | $514,000 | +26.9% | 20,526 | +26.9% | 0.11% | +22.0% |
| Q2 2018 | $405,000 | +31.9% | 16,170 | +32.1% | 0.09% | +8.3% |
| Q1 2018 | $307,000 | – | 12,245 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |