ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 128 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 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% |