ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 96 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,036,000 | -11.6% | 40,710 | -11.6% | 0.42% | -8.0% |
| Q1 2019 | $1,172,000 | +3.8% | 46,035 | +3.5% | 0.46% | -15.2% |
| Q4 2018 | $1,129,000 | +0.2% | 44,465 | 0.0% | 0.54% | +7.1% |
| Q3 2018 | $1,127,000 | -0.2% | 44,465 | 0.0% | 0.51% | -3.6% |
| Q2 2018 | $1,129,000 | +3.1% | 44,465 | +2.8% | 0.53% | 0.0% |
| Q1 2018 | $1,095,000 | 0.0% | 43,265 | 0.0% | 0.53% | -0.9% |
| Q4 2017 | $1,095,000 | +5.9% | 43,265 | +7.0% | 0.53% | +0.4% |
| Q3 2017 | $1,034,000 | +0.2% | 40,435 | 0.0% | 0.53% | 0.0% |
| Q2 2017 | $1,032,000 | 0.0% | 40,435 | 0.0% | 0.53% | 0.0% |
| Q1 2017 | $1,032,000 | +35.4% | 40,435 | +34.4% | 0.53% | +33.4% |
| Q4 2016 | $762,000 | -1.3% | 30,090 | 0.0% | 0.40% | +10.2% |
| Q3 2016 | $772,000 | +89.2% | 30,090 | +89.7% | 0.36% | +68.7% |
| Q2 2016 | $408,000 | +57.5% | 15,860 | +57.0% | 0.21% | +17.6% |
| Q1 2016 | $259,000 | 0.0% | 10,100 | 0.0% | 0.18% | -11.7% |
| Q4 2015 | $259,000 | -6.8% | 10,100 | -7.3% | 0.21% | -20.8% |
| Q3 2015 | $278,000 | +0.7% | 10,895 | 0.0% | 0.26% | +14.0% |
| Q2 2015 | $276,000 | -0.7% | 10,895 | 0.0% | 0.23% | +1.8% |
| Q1 2015 | $278,000 | +0.4% | 10,895 | 0.0% | 0.22% | -4.3% |
| Q4 2014 | $277,000 | – | 10,895 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 252,657 | $6,414,000 | 2.68% |
| Wealthquest Corp | 149,925 | $3,805,000 | 1.56% |
| VALLEY NATIONAL ADVISERS INC | 185,430 | $4,707,000 | 1.53% |
| Prism Advisors, Inc. | 50,290 | $1,277,000 | 0.81% |
| IHT Wealth Management, LLC | 158,073 | $4,013,000 | 0.77% |
| Guidant Wealth Advisors | 60,038 | $1,524,000 | 0.71% |
| Greenwich Investment Management, Inc. | 22,663 | $575,000 | 0.71% |
| Paulson Wealth Management Inc. | 32,195 | $818,000 | 0.68% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,259,000 | 0.63% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,352,000 | 0.60% |