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 | $10,150,000 | -0.6% | 402,602 | -0.1% | 4.81% | -20.3% |
| Q2 2020 | $10,210,000 | -3.0% | 402,874 | -3.6% | 6.03% | -2.6% |
| Q1 2020 | $10,529,000 | -2.4% | 417,924 | -1.9% | 6.19% | +19.3% |
| Q4 2019 | $10,787,000 | +3.3% | 426,233 | +3.6% | 5.18% | -3.5% |
| Q3 2019 | $10,439,000 | +9.8% | 411,403 | +9.7% | 5.37% | -1.9% |
| Q2 2019 | $9,508,000 | +14.0% | 375,084 | +13.6% | 5.47% | +16.9% |
| Q1 2019 | $8,343,000 | +5.0% | 330,203 | +4.3% | 4.68% | -2.7% |
| Q4 2018 | $7,943,000 | +5.7% | 316,463 | +5.8% | 4.81% | +10.0% |
| Q3 2018 | $7,512,000 | +6.7% | 299,026 | +6.8% | 4.37% | -0.6% |
| Q2 2018 | $7,040,000 | +15.1% | 280,112 | +15.2% | 4.40% | +8.2% |
| Q1 2018 | $6,114,000 | – | 243,148 | – | 4.06% | – |
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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% |