ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 101 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $405,000 | -0.5% | 16,068 | 0.0% | 0.15% | -4.4% |
| Q2 2020 | $407,000 | +0.5% | 16,068 | 0.0% | 0.16% | -13.6% |
| Q1 2020 | $405,000 | -0.5% | 16,068 | 0.0% | 0.18% | +21.1% |
| Q4 2019 | $407,000 | -0.2% | 16,068 | 0.0% | 0.15% | -2.6% |
| Q3 2019 | $408,000 | -7.7% | 16,068 | -7.9% | 0.16% | -7.1% |
| Q2 2019 | $442,000 | +0.5% | 17,447 | 0.0% | 0.17% | -3.4% |
| Q1 2019 | $440,000 | +0.5% | 17,447 | 0.0% | 0.17% | -30.7% |
| Q4 2018 | $438,000 | 0.0% | 17,447 | 0.0% | 0.25% | +3.7% |
| Q3 2018 | $438,000 | +0.5% | 17,447 | 0.0% | 0.24% | +28.7% |
| Q2 2018 | $436,000 | +4.1% | 17,447 | +4.8% | 0.19% | -2.1% |
| Q1 2018 | $419,000 | +94.9% | 16,649 | +96.6% | 0.19% | +74.5% |
| Q2 2017 | $215,000 | – | 8,470 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 361,767 | $9,129,000 | 5.25% |
| TLWM | 330,203 | $8,343,000 | 4.68% |
| Fragasso Financial Advisors Inc | 720,138 | $18,173,000 | 3.88% |
| Guidant Wealth Advisors | 347,157 | $8,761,000 | 3.41% |
| MV CAPITAL MANAGEMENT, INC. | 485,737 | $12,258,000 | 2.95% |
| Day & Ennis, LLC | 199,948 | $5,046,000 | 2.83% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 528,536 | $13,337,000 | 2.78% |
| Relative Value Partners Group, LLC | 1,025,543 | $25,880,000 | 2.77% |
| CORDA Investment Management, LLC. | 871,832 | $22,000,000 | 2.54% |
| RVW Wealth, LLC | 351,483 | $8,870,000 | 2.26% |