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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,584,000 | -7.4% | 62,799 | -7.0% | 0.87% | -8.1% |
| Q2 2020 | $1,710,000 | -16.5% | 67,521 | -26.7% | 0.95% | -28.7% |
| Q1 2020 | $2,049,000 | -23.6% | 92,103 | -13.1% | 1.33% | +1.8% |
| Q4 2019 | $2,681,000 | +1.6% | 105,997 | +1.8% | 1.31% | -9.5% |
| Q3 2019 | $2,640,000 | +5.5% | 104,084 | +5.4% | 1.45% | +2.2% |
| Q2 2019 | $2,502,000 | +0.9% | 98,760 | +0.5% | 1.42% | -3.3% |
| Q1 2019 | $2,480,000 | +41.5% | 98,292 | +48.5% | 1.46% | +28.5% |
| Q4 2018 | $1,753,000 | – | 66,200 | – | 1.14% | – |
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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% |