ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 147 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,783,000 | +5.2% | 110,289 | +5.6% | 0.16% | -2.5% |
| Q2 2020 | $2,646,000 | -14.1% | 104,453 | -14.2% | 0.16% | -34.3% |
| Q4 2019 | $3,081,000 | +23.5% | 121,769 | +23.8% | 0.24% | +12.4% |
| Q3 2019 | $2,495,000 | +10.4% | 98,331 | +10.3% | 0.22% | -3.5% |
| Q2 2019 | $2,259,000 | +31.2% | 89,163 | +30.7% | 0.23% | +20.2% |
| Q1 2019 | $1,722,000 | +19.3% | 68,224 | +18.1% | 0.19% | +30.6% |
| Q4 2018 | $1,444,000 | +201.5% | 57,788 | +202.2% | 0.14% | +220.0% |
| Q3 2018 | $479,000 | +1.3% | 19,122 | +1.2% | 0.04% | -2.2% |
| Q2 2018 | $473,000 | +37.5% | 18,896 | +37.8% | 0.05% | +35.3% |
| Q1 2018 | $344,000 | -0.9% | 13,714 | 0.0% | 0.03% | -5.6% |
| Q4 2017 | $347,000 | – | 13,714 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 366,528 | $9,248,000 | 5.36% |
| TLWM | 402,602 | $10,150,000 | 4.81% |
| MV CAPITAL MANAGEMENT, INC. | 592,355 | $14,945,000 | 3.10% |
| Matthew Goff Investment Advisor, LLC | 361,567 | $9,122,000 | 2.91% |
| Fragasso Group Inc. | 564,197 | $14,235,000 | 2.37% |
| CORDA Investment Management, LLC. | 832,728 | $21,010,000 | 2.29% |
| Houlihan Financial Resource Group, Ltd. | 120,506 | $3,034,000 | 1.75% |
| Merit Financial Group, LLC | 756,976 | $19,099,000 | 1.74% |
| Day & Ennis, LLC | 150,501 | $3,797,000 | 1.65% |
| Northstar Group, Inc. | 143,610 | $3,623,000 | 1.25% |