ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 2 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $126,000 | 0.0% | 4,990 | 0.0% | 0.07% | -14.1% |
| Q2 2020 | $126,000 | 0.0% | 4,990 | 0.0% | 0.08% | -8.2% |
| Q1 2020 | $126,000 | 0.0% | 4,990 | 0.0% | 0.08% | +3.7% |
| Q4 2019 | $126,000 | -0.8% | 4,990 | 0.0% | 0.08% | -9.9% |
| Q3 2019 | $127,000 | +2.4% | 4,990 | +2.0% | 0.09% | +1.1% |
| Q2 2019 | $124,000 | +0.8% | 4,890 | 0.0% | 0.09% | -6.2% |
| Q1 2019 | $123,000 | +26.8% | 4,890 | +25.7% | 0.10% | +14.3% |
| Q4 2018 | $97,000 | +22.8% | 3,890 | +22.7% | 0.08% | +52.7% |
| Q3 2018 | $79,000 | +3.9% | 3,170 | +5.0% | 0.06% | +12.2% |
| Q2 2018 | $76,000 | +484.6% | 3,020 | +504.0% | 0.05% | +444.4% |
| Q1 2018 | $13,000 | – | 500 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |