ISHARES TR (IBDC)
Institutional ownership reported to the SEC as of Q1 2020, across 6 quarters.
6
Reporting holders
$8.6M
Reported value
0.0%
Held as options
-35
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 |
|---|---|---|---|---|---|
| Gateway Advisory, LLC | $7.1M | 271,540 | 2.38% | 6q | -0.7%-$50.7K |
| Tillar-Wenstrup Advisors, LLC | $1.1M | 41,902 | 1.01% | 6q | -11.8%-$146.5K |
| ATRIA INVESTMENTS LLC | $325.0K | 12,498 | 0.02% | 3q | HELD |
| Laurel Wealth Advisors LLC | $57.0K | 2,200 | 0.02% | 6q | HELD |
| Private Capital Group, LLC | $52.0K | 2,000 | 0.01% | 6q | HELD |
| Ameritas Investment Company, LLC | $15.0K | 590 | 0.00% | new | NEW |
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 | 6 | $8.6M | 330,730 | 1 | 0 | 2 | 0.0% |
| Q4 2019 | 41 | $58.7M | 2,246,086 | 4 | 12 | 9 | 0.4% |
| Q3 2019 | 41 | $48.9M | 1,871,651 | 7 | 8 | 11 | 0.0% |
| Q2 2019 | 40 | $43.2M | 1,655,146 | 5 | 13 | 10 | 0.0% |
| Q1 2019 | 40 | $43.3M | 1,659,839 | 4 | 17 | 7 | 0.0% |
| Q4 2018 | 39 | $40.7M | 1,570,290 | 0 | 0 | 2 | 0.0% |