ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 128 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $52,000 | -40.2% | 2,050 | -40.6% | 0.00% | -33.3% |
| Q2 2020 | $87,000 | -85.3% | 3,450 | -85.3% | 0.00% | -87.0% |
| Q1 2020 | $591,000 | -0.3% | 23,450 | 0.0% | 0.02% | +21.1% |
| Q4 2019 | $593,000 | -0.3% | 23,450 | 0.0% | 0.02% | -9.5% |
| Q3 2019 | $595,000 | +0.2% | 23,450 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $594,000 | +0.3% | 23,450 | 0.0% | 0.02% | -8.7% |
| Q1 2019 | $592,000 | +18.2% | 23,450 | +17.2% | 0.02% | +4.5% |
| Q3 2018 | $501,000 | – | 20,000 | – | 0.02% | – |
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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% |