ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 106 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $324,000 | -0.3% | 12,861 | +0.4% | 0.07% | -6.9% |
| Q2 2020 | $325,000 | +1.2% | 12,815 | +0.5% | 0.07% | -15.3% |
| Q1 2020 | $321,000 | -11.8% | 12,748 | -11.3% | 0.08% | +11.8% |
| Q4 2019 | $364,000 | +14.1% | 14,380 | +14.2% | 0.08% | +7.0% |
| Q3 2019 | $319,000 | -5.6% | 12,591 | -5.5% | 0.07% | -6.6% |
| Q2 2019 | $338,000 | +19.0% | 13,320 | +18.5% | 0.08% | +11.8% |
| Q1 2019 | $284,000 | +9.2% | 11,240 | +8.2% | 0.07% | -4.2% |
| Q4 2018 | $260,000 | +0.8% | 10,392 | +0.8% | 0.07% | +20.3% |
| Q3 2018 | $258,000 | +0.4% | 10,312 | +0.5% | 0.06% | -7.8% |
| Q2 2018 | $257,000 | +16.3% | 10,261 | +16.4% | 0.06% | +8.5% |
| Q1 2018 | $221,000 | – | 8,819 | – | 0.06% | – |
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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% |