ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 128 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,609,000 | -11.0% | 63,510 | -11.4% | 1.92% | -26.5% |
| Q1 2020 | $1,807,000 | +13.5% | 71,681 | +13.9% | 2.61% | +47.9% |
| Q4 2019 | $1,592,000 | -13.4% | 62,913 | -13.2% | 1.77% | -18.7% |
| Q3 2019 | $1,839,000 | +6.4% | 72,501 | +6.3% | 2.18% | +4.7% |
| Q2 2019 | $1,729,000 | +3.3% | 68,214 | +2.8% | 2.08% | +46.7% |
| Q1 2019 | $1,674,000 | +25.3% | 66,350 | +24.0% | 1.42% | +549.5% |
| Q4 2018 | $1,336,000 | – | 53,498 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 361,767 | $9,129,000 | 5.25% |
| TLWM | 330,203 | $8,343,000 | 4.68% |
| Fragasso Financial Advisors Inc | 720,138 | $18,173,000 | 3.88% |
| Guidant Wealth Advisors | 347,157 | $8,761,000 | 3.41% |
| MV CAPITAL MANAGEMENT, INC. | 485,737 | $12,258,000 | 2.95% |
| Day & Ennis, LLC | 199,948 | $5,046,000 | 2.83% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 528,536 | $13,337,000 | 2.78% |
| Relative Value Partners Group, LLC | 1,025,543 | $25,880,000 | 2.77% |
| CORDA Investment Management, LLC. | 871,832 | $22,000,000 | 2.54% |
| RVW Wealth, LLC | 351,483 | $8,870,000 | 2.26% |