ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 172 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $9,550,000 | +7.8% | 376,424 | +7.7% | 3.55% | +3.8% |
| Q2 2019 | $8,858,000 | +1.1% | 349,563 | +0.7% | 3.42% | +0.2% |
| Q1 2019 | $8,761,000 | +6.3% | 347,157 | +5.3% | 3.41% | -11.2% |
| Q4 2018 | $8,239,000 | +8759.1% | 329,835 | +13046.1% | 3.84% | +18200.0% |
| Q1 2018 | $93,000 | -98.6% | 2,509 | -99.0% | 0.02% | -99.4% |
| Q2 2017 | $6,446,000 | +7.2% | 253,099 | +7.0% | 3.33% | +5.4% |
| Q1 2017 | $6,014,000 | +29.7% | 236,600 | +29.0% | 3.16% | +20.1% |
| Q4 2016 | $4,637,000 | +111.4% | 183,355 | +115.2% | 2.63% | +94.7% |
| Q3 2016 | $2,193,000 | – | 85,202 | – | 1.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
| TLWM | 426,233 | $10,787,000 | 5.18% |
| Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
| MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
| LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
| CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
| Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
| RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |