ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 146 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,143,000 | -0.4% | 45,291 | -0.2% | 0.46% | +28.8% |
| Q2 2020 | $1,148,000 | -28.6% | 45,360 | -28.9% | 0.36% | -49.7% |
| Q1 2020 | $1,608,000 | +28.9% | 63,795 | +29.4% | 0.71% | +41.3% |
| Q4 2019 | $1,247,000 | +53.0% | 49,284 | +53.2% | 0.50% | +8.4% |
| Q3 2019 | $815,000 | +133.5% | 32,162 | +133.2% | 0.46% | +121.4% |
| Q2 2019 | $349,000 | +0.6% | 13,791 | +0.3% | 0.21% | -11.8% |
| Q1 2019 | $347,000 | +11.9% | 13,753 | +10.7% | 0.24% | -12.8% |
| Q4 2018 | $310,000 | – | 12,420 | – | 0.27% | – |
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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% |