ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 57 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,375,000 | -1.3% | 54,491 | -1.0% | 0.40% | -10.9% |
| Q2 2020 | $1,393,000 | -36.9% | 55,022 | -37.2% | 0.45% | -47.9% |
| Q1 2020 | $2,209,000 | +7.3% | 87,659 | +7.8% | 0.86% | +36.3% |
| Q4 2019 | $2,058,000 | -0.3% | 81,329 | -0.1% | 0.63% | -7.9% |
| Q3 2019 | $2,065,000 | +1.0% | 81,387 | +0.8% | 0.68% | +16.1% |
| Q2 2019 | $2,045,000 | +2.7% | 80,726 | +2.3% | 0.59% | -15.5% |
| Q1 2019 | $1,991,000 | -4.2% | 78,888 | -5.2% | 0.70% | -26.4% |
| Q4 2018 | $2,078,000 | +0.2% | 83,190 | +0.3% | 0.95% | +27.9% |
| Q3 2018 | $2,073,000 | +6.3% | 82,975 | +6.5% | 0.74% | -5.0% |
| Q2 2018 | $1,950,000 | 0.0% | 77,932 | 0.0% | 0.78% | -1.3% |
| Q1 2018 | $1,950,000 | +12.3% | 77,932 | +14.6% | 0.79% | +23.0% |
| Q3 2017 | $1,736,000 | +8.8% | 68,023 | +8.6% | 0.64% | +2.4% |
| Q2 2017 | $1,595,000 | +13.1% | 62,647 | +12.6% | 0.63% | -7.0% |
| Q4 2016 | $1,410,000 | -99.8% | 55,622 | +52.5% | 0.68% | +31.3% |
| Q3 2016 | $939,000,000 | – | 36,474 | – | 0.51% | – |
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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% |