ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 165 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $24,590,000 | -21.8% | 974,834 | -20.1% | 0.01% | -23.1% |
| Q2 2020 | $31,450,000 | +9.0% | 1,220,396 | +6.6% | 0.01% | -13.3% |
| Q1 2020 | $28,859,000 | +43.5% | 1,144,558 | +44.0% | 0.02% | +87.5% |
| Q4 2019 | $20,114,000 | +63.9% | 794,964 | +64.3% | 0.01% | +60.0% |
| Q3 2019 | $12,273,000 | +19.6% | 483,807 | +19.5% | 0.01% | 0.0% |
| Q2 2019 | $10,260,000 | +36.4% | 404,915 | +35.6% | 0.01% | +66.7% |
| Q1 2019 | $7,523,000 | +61.9% | 298,545 | +60.5% | 0.00% | +50.0% |
| Q4 2018 | $4,647,000 | -80.1% | 186,000 | +39.1% | 0.00% | -75.0% |
| Q3 2018 | $23,364,000 | +623.6% | 133,683 | +3.6% | 0.01% | +700.0% |
| Q2 2018 | $3,229,000 | +33.1% | 129,033 | +33.4% | 0.00% | 0.0% |
| Q1 2018 | $2,426,000 | +18.7% | 96,758 | +19.8% | 0.00% | 0.0% |
| Q4 2017 | $2,044,000 | +19.6% | 80,775 | +20.8% | 0.00% | 0.0% |
| Q3 2017 | $1,709,000 | -8.8% | 66,866 | -9.0% | 0.00% | 0.0% |
| Q2 2017 | $1,874,000 | +11.9% | 73,451 | +11.5% | 0.00% | 0.0% |
| Q1 2017 | $1,675,000 | +48.1% | 65,892 | +47.0% | 0.00% | 0.0% |
| Q4 2016 | $1,131,000 | +99.1% | 44,817 | +103.0% | 0.00% | – |
| Q3 2016 | $568,000 | +51.5% | 22,078 | +52.0% | 0.00% | – |
| Q2 2016 | $375,000 | – | 14,528 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 331,240 | $8,304,000 | 4.84% |
| TLWM | 243,148 | $6,114,000 | 4.06% |
| Fragasso Group Inc. | 643,120 | $16,123,000 | 3.99% |
| CORDA Investment Management, LLC. | 862,285 | $21,617,000 | 2.70% |
| Lutz Financial Services LLC | 314,379 | $7,881,000 | 2.33% |
| Day & Ennis, LLC | 103,723 | $2,600,000 | 2.13% |
| MV CAPITAL MANAGEMENT, INC. | 296,199 | $7,426,000 | 1.97% |
| Timber Creek Capital Management LLC | 59,960 | $1,503,000 | 0.95% |
| IBEX WEALTH ADVISORS | 77,932 | $1,950,000 | 0.79% |
| LYELL WEALTH MANAGEMENT, LP | 84,787 | $2,126,000 | 0.79% |