ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 170 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,822,000 | -11.0% | 191,106 | -10.7% | 0.81% | -17.8% |
| Q2 2020 | $5,418,000 | -14.4% | 213,915 | -14.8% | 0.99% | -33.1% |
| Q1 2020 | $6,330,000 | -41.2% | 251,109 | -41.0% | 1.48% | -37.2% |
| Q4 2019 | $10,772,000 | +11.2% | 425,771 | +11.5% | 2.36% | +2.2% |
| Q3 2019 | $9,691,000 | -5.2% | 381,976 | -5.3% | 2.30% | -5.4% |
| Q2 2019 | $10,224,000 | +15.3% | 403,487 | +14.8% | 2.44% | +7.6% |
| Q1 2019 | $8,870,000 | – | 351,483 | – | 2.26% | – |
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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% |