ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 171 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,867,000 | +39.0% | 192,206 | +38.5% | 1.81% | +33.8% |
| Q2 2019 | $3,502,000 | +1.1% | 138,792 | -0.2% | 1.35% | +0.2% |
| Q1 2019 | $3,463,000 | +16.7% | 139,007 | +13.2% | 1.35% | -2.5% |
| Q4 2018 | $2,967,000 | +56.0% | 122,789 | +62.0% | 1.38% | +41.1% |
| Q2 2017 | $1,902,000 | +3.8% | 75,777 | +3.2% | 0.98% | +2.1% |
| Q1 2017 | $1,832,000 | +22.5% | 73,456 | +21.9% | 0.96% | +13.3% |
| Q4 2016 | $1,496,000 | +192.8% | 60,245 | +200.2% | 0.85% | +169.2% |
| Q3 2016 | $511,000 | – | 20,065 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,130,883 | $28,600,000 | 4.79% |
| Tillar-Wenstrup Advisors, LLC | 338,249 | $8,554,000 | 4.78% |
| RVW Wealth, LLC | 673,367 | $17,029,000 | 3.72% |
| Matthew Goff Investment Advisor, LLC | 341,803 | $8,644,000 | 3.20% |
| Day & Ennis, LLC | 246,552 | $6,235,000 | 3.06% |
| PFG Private Wealth Management, LLC | 126,461 | $3,198,000 | 2.86% |
| AlphaMark Advisors, LLC | 264,705 | $6,694,000 | 2.80% |
| MV CAPITAL MANAGEMENT, INC. | 437,552 | $11,066,000 | 2.39% |
| LifeSteps Financial, Inc. | 94,095 | $2,380,000 | 2.25% |
| Fragasso Group Inc. | 527,455 | $13,339,000 | 2.24% |