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 | 332,016 | $8,313,000 | 4.52% |
| TLWM | 299,026 | $7,512,000 | 4.37% |
| Fragasso Group Inc. | 712,869 | $17,793,000 | 4.31% |
| Leicht Financial Planning & Wealth Management, Inc. | 142,962 | $3,589,000 | 4.26% |
| Day & Ennis, LLC | 173,692 | $4,349,000 | 2.93% |
| CORDA Investment Management, LLC. | 838,695 | $20,998,000 | 2.49% |
| Lutz Financial Services LLC | 404,819 | $10,135,000 | 2.24% |
| MV CAPITAL MANAGEMENT, INC. | 313,932 | $7,860,000 | 1.96% |
| Matthew Goff Investment Advisor, LLC | 96,713 | $2,421,000 | 0.97% |
| Timber Creek Capital Management LLC | 52,942 | $1,325,000 | 0.85% |