ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 147 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 366,528 | $9,248,000 | 5.36% |
| TLWM | 402,602 | $10,150,000 | 4.81% |
| MV CAPITAL MANAGEMENT, INC. | 592,355 | $14,945,000 | 3.10% |
| Matthew Goff Investment Advisor, LLC | 361,567 | $9,122,000 | 2.91% |
| Fragasso Group Inc. | 564,197 | $14,235,000 | 2.37% |
| CORDA Investment Management, LLC. | 832,728 | $21,010,000 | 2.29% |
| Houlihan Financial Resource Group, Ltd. | 120,506 | $3,034,000 | 1.75% |
| Merit Financial Group, LLC | 756,976 | $19,099,000 | 1.74% |
| Day & Ennis, LLC | 150,501 | $3,797,000 | 1.65% |
| Northstar Group, Inc. | 143,610 | $3,623,000 | 1.25% |