ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $847,000 | +102.1% | 33,564 | +102.9% | 0.22% | +117.0% |
| Q2 2020 | $419,000 | -0.5% | 16,540 | -0.9% | 0.10% | -19.4% |
| Q1 2020 | $421,000 | -1.4% | 16,691 | -1.1% | 0.12% | +14.8% |
| Q4 2019 | $427,000 | 0.0% | 16,876 | +0.2% | 0.11% | -7.7% |
| Q3 2019 | $427,000 | -15.4% | 16,846 | -15.5% | 0.12% | -19.9% |
| Q2 2019 | $505,000 | -1.6% | 19,935 | -1.9% | 0.15% | -9.9% |
| Q1 2019 | $513,000 | -4.8% | 20,319 | -5.9% | 0.16% | -24.3% |
| Q4 2018 | $539,000 | +1.3% | 21,593 | +1.5% | 0.21% | +12.6% |
| Q3 2018 | $532,000 | -3.6% | 21,267 | -3.5% | 0.19% | -9.5% |
| Q2 2018 | $552,000 | +12.2% | 22,032 | +12.3% | 0.21% | 0.0% |
| Q1 2018 | $492,000 | -0.8% | 19,615 | +0.1% | 0.21% | +1.9% |
| Q4 2017 | $496,000 | – | 19,603 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 253,099 | $6,446,000 | 3.33% |
| CORDA Investment Management, LLC. | 843,098 | $21,507,000 | 3.06% |
| Trust Co | 168,380 | $4,295,000 | 1.99% |
| Day & Ennis, LLC | 89,977 | $2,295,000 | 1.98% |
| Timber Creek Capital Management LLC | 89,806 | $2,290,000 | 0.88% |
| IBEX WEALTH ADVISORS | 62,647 | $1,595,000 | 0.63% |
| MV CAPITAL MANAGEMENT, INC. | 77,678 | $1,982,000 | 0.58% |
| Lenox Wealth Management, Inc. | 47,947 | $1,223,000 | 0.50% |
| TRADITION CAPITAL MANAGEMENT LLC | 41,444 | $1,057,000 | 0.35% |
| IMA Advisory Services, Inc. | 23,983 | $612,000 | 0.29% |