ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 65 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $212,000 | -1.4% | 8,472 | -1.3% | 0.00% | – |
| Q1 2018 | $215,000 | +53.6% | 8,580 | +55.3% | 0.00% | – |
| Q4 2017 | $140,000 | +47.4% | 5,526 | +49.2% | 0.00% | – |
| Q3 2017 | $95,000 | -9.5% | 3,704 | -10.0% | 0.00% | – |
| Q2 2017 | $105,000 | +47.9% | 4,115 | +46.5% | 0.00% | – |
| Q1 2017 | $71,000 | -2.7% | 2,809 | -3.5% | 0.00% | – |
| Q4 2016 | $73,000 | -2.7% | 2,912 | 0.0% | 0.00% | – |
| Q3 2016 | $75,000 | +435.7% | 2,912 | +449.4% | 0.00% | – |
| Q2 2016 | $14,000 | – | 530 | – | 0.00% | – |
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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% |