ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 74 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $873,000 | -41.9% | 34,301 | -41.9% | 0.00% | -100.0% |
| Q1 2019 | $1,502,000 | +14.5% | 58,996 | +14.1% | 0.00% | 0.0% |
| Q4 2018 | $1,312,000 | +569.4% | 51,690 | +567.7% | 0.00% | – |
| Q3 2018 | $196,000 | -25.8% | 7,742 | -25.5% | 0.00% | – |
| Q2 2018 | $264,000 | -23.9% | 10,393 | -24.2% | 0.00% | – |
| Q1 2018 | $347,000 | +0.6% | 13,710 | +0.5% | 0.00% | – |
| Q4 2017 | $345,000 | +219.4% | 13,642 | +223.5% | 0.00% | – |
| Q3 2017 | $108,000 | -48.8% | 4,217 | -49.0% | 0.00% | – |
| Q2 2017 | $211,000 | -9.1% | 8,270 | -8.9% | 0.00% | – |
| Q1 2017 | $232,000 | -57.5% | 9,077 | -57.3% | 0.00% | – |
| Q3 2016 | $546,000 | -58.3% | 21,269 | -58.2% | 0.00% | -100.0% |
| Q2 2016 | $1,308,000 | -21.0% | 50,840 | -21.1% | 0.00% | 0.0% |
| Q1 2016 | $1,655,000 | +187.3% | 64,417 | +185.6% | 0.00% | – |
| Q3 2015 | $576,000 | -35.4% | 22,553 | -35.9% | 0.00% | -100.0% |
| Q2 2015 | $892,000 | -8.0% | 35,186 | -7.9% | 0.00% | 0.0% |
| Q4 2014 | $970,000 | +1210.8% | 38,208 | +1214.8% | 0.00% | – |
| Q3 2014 | $74,000 | -81.2% | 2,906 | -81.5% | 0.00% | – |
| Q1 2014 | $393,000 | – | 15,682 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 154,053 | $3,920,000 | 1.48% |
| Gateway Advisory, LLC | 215,939 | $5,496,000 | 1.42% |
| VALLEY NATIONAL ADVISERS INC | 176,779 | $4,499,000 | 1.29% |
| New Capital Management LP | 2,986 | $332,000 | 0.94% |
| Prism Advisors, Inc. | 50,290 | $1,280,000 | 0.74% |
| IHT Wealth Management, LLC | 158,374 | $4,031,000 | 0.67% |
| Paulson Wealth Management Inc. | 32,164 | $819,000 | 0.62% |
| Guidant Wealth Advisors | 59,105 | $1,504,000 | 0.59% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,265,000 | 0.58% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,355,000 | 0.56% |