ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 146 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $671,000 | -10.1% | 26,615 | -9.6% | 0.03% | -18.9% |
| Q2 2020 | $746,000 | +140.6% | 29,436 | +139.0% | 0.04% | +94.7% |
| Q1 2020 | $310,000 | -0.3% | 12,316 | 0.0% | 0.02% | +18.8% |
| Q4 2019 | $311,000 | -0.3% | 12,316 | 0.0% | 0.02% | -11.1% |
| Q3 2019 | $312,000 | -3.1% | 12,316 | -3.4% | 0.02% | 0.0% |
| Q2 2019 | $322,000 | -5.3% | 12,749 | -5.4% | 0.02% | -10.0% |
| Q1 2019 | $340,000 | +0.9% | 13,481 | 0.0% | 0.02% | -9.1% |
| Q4 2018 | $337,000 | 0.0% | 13,481 | 0.0% | 0.02% | +10.0% |
| Q3 2018 | $337,000 | +1.2% | 13,481 | +1.5% | 0.02% | -4.8% |
| Q2 2018 | $333,000 | +81.0% | 13,281 | +81.1% | 0.02% | +75.0% |
| Q1 2018 | $184,000 | +78.6% | 7,335 | +80.0% | 0.01% | +100.0% |
| Q4 2017 | $103,000 | – | 4,075 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 253,099 | $6,446,000 | 3.33% |
| CORDA Investment Management, LLC. | 843,098 | $21,507,000 | 3.06% |
| Trust Co | 168,380 | $4,295,000 | 1.99% |
| Day & Ennis, LLC | 89,977 | $2,295,000 | 1.98% |
| Timber Creek Capital Management LLC | 89,806 | $2,290,000 | 0.88% |
| IBEX WEALTH ADVISORS | 62,647 | $1,595,000 | 0.63% |
| MV CAPITAL MANAGEMENT, INC. | 77,678 | $1,982,000 | 0.58% |
| Lenox Wealth Management, Inc. | 47,947 | $1,223,000 | 0.50% |
| TRADITION CAPITAL MANAGEMENT LLC | 41,444 | $1,057,000 | 0.35% |
| IMA Advisory Services, Inc. | 23,983 | $612,000 | 0.29% |