ISHARES TR (IBCD)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
5
Reporting holders
$1.8M
Reported value
0.0%
Held as options
-17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Private Capital Group, LLC | $1.2M | 46,997 | 0.30% | 6q | HELD |
| Laurel Wealth Advisors LLC | $361.0K | 14,700 | 0.14% | 6q | -8.9%-$35.4K |
| CONCENTRIC WEALTH MANAGEMENT, LLC | $243.0K | 9,900 | 0.13% | 2q | -10.8%-$29.5K |
| Barrett Asset Management, LLC | $60.0K | 2,440 | 0.00% | 6q | HELD |
| Weaver Consulting Group | $6.0K | 240 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2020 | 5 | $1.8M | 74,277 | 0 | 0 | 2 | 0.0% |
| Q4 2019 | 22 | $38.5M | 1,564,795 | 4 | 3 | 7 | 0.2% |
| Q3 2019 | 20 | $28.3M | 1,148,217 | 4 | 3 | 3 | 0.0% |
| Q2 2019 | 22 | $37.3M | 1,517,011 | 0 | 5 | 7 | 0.0% |
| Q1 2019 | 23 | $36.4M | 1,482,908 | 1 | 7 | 4 | 0.0% |
| Q4 2018 | 25 | $34.1M | 1,399,967 | 0 | 0 | 2 | 0.0% |