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 | $4,339,000 | +6.6% | 171,982 | +7.0% | 0.02% | 0.0% |
| Q2 2020 | $4,069,000 | +6.9% | 160,661 | +6.4% | 0.02% | -16.7% |
| Q1 2020 | $3,807,000 | +35.2% | 151,032 | +35.7% | 0.02% | +63.6% |
| Q4 2019 | $2,815,000 | +14.5% | 111,298 | +14.8% | 0.01% | +10.0% |
| Q3 2019 | $2,459,000 | +29.4% | 96,950 | +29.2% | 0.01% | +25.0% |
| Q2 2019 | $1,901,000 | +14.3% | 75,051 | +13.8% | 0.01% | 0.0% |
| Q1 2019 | $1,663,000 | +20.4% | 65,930 | +19.2% | 0.01% | +14.3% |
| Q4 2018 | $1,381,000 | +15.3% | 55,288 | +15.5% | 0.01% | +16.7% |
| Q3 2018 | $1,198,000 | -2.9% | 47,863 | -2.9% | 0.01% | 0.0% |
| Q2 2018 | $1,234,000 | +4.1% | 49,271 | +4.2% | 0.01% | 0.0% |
| Q1 2018 | $1,185,000 | -1.7% | 47,287 | -0.7% | 0.01% | -14.3% |
| Q4 2017 | $1,206,000 | – | 47,635 | – | 0.01% | – |
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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% |