ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 174 filers reported holding ISHARES TR in Q1 2020. 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% | – |
Download | ||||||
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% |