ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 146 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,356,000 | -5.6% | 93,389 | -5.2% | 0.44% | -19.4% |
| Q2 2020 | $2,495,000 | +3.4% | 98,489 | +2.9% | 0.55% | -24.2% |
| Q1 2020 | $2,414,000 | -7.1% | 95,739 | -6.8% | 0.72% | +4.0% |
| Q4 2019 | $2,599,000 | +5.4% | 102,739 | +5.7% | 0.69% | -6.3% |
| Q3 2019 | $2,467,000 | +13.5% | 97,239 | +13.4% | 0.74% | +13.1% |
| Q2 2019 | $2,173,000 | +2.6% | 85,764 | +2.2% | 0.66% | -7.4% |
| Q1 2019 | $2,118,000 | +2.2% | 83,937 | +1.1% | 0.71% | -18.4% |
| Q4 2018 | $2,073,000 | -1.4% | 82,987 | -1.2% | 0.87% | +22.3% |
| Q3 2018 | $2,103,000 | +1.8% | 83,987 | +1.8% | 0.71% | -6.2% |
| Q2 2018 | $2,065,000 | -2.9% | 82,487 | -2.7% | 0.76% | -4.1% |
| Q1 2018 | $2,126,000 | +27.0% | 84,787 | +28.2% | 0.79% | +18.3% |
| Q4 2017 | $1,674,000 | +12.6% | 66,137 | +13.7% | 0.66% | +3.6% |
| Q3 2017 | $1,487,000 | – | 58,162 | – | 0.64% | – |
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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% |