ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 172 filers reported holding ISHARES TR in Q4 2019. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
| TLWM | 426,233 | $10,787,000 | 5.18% |
| Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
| MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
| LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
| CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
| Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
| RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |