ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 174 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $902,000 | -81.5% | 35,764 | -81.4% | 0.24% | -82.7% |
| Q2 2020 | $4,878,000 | +37.9% | 192,590 | +37.3% | 1.37% | +12.4% |
| Q1 2020 | $3,537,000 | +2.8% | 140,292 | +3.2% | 1.22% | +25.8% |
| Q4 2019 | $3,439,000 | +34.1% | 135,944 | +34.5% | 0.97% | +27.1% |
| Q3 2019 | $2,564,000 | +8.2% | 101,068 | +8.1% | 0.76% | +9.1% |
| Q2 2019 | $2,369,000 | – | 93,496 | – | 0.70% | – |
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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% |