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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $412,000 | -26.8% | 16,200 | -27.0% | 0.05% | -34.1% |
| Q4 2018 | $563,000 | -17.1% | 22,200 | -17.2% | 0.08% | -9.9% |
| Q3 2018 | $679,000 | +0.1% | 26,800 | +0.4% | 0.09% | -4.2% |
| Q2 2018 | $678,000 | +2.4% | 26,700 | +2.0% | 0.10% | 0.0% |
| Q1 2018 | $662,000 | -0.2% | 26,175 | 0.0% | 0.10% | +2.2% |
| Q4 2017 | $663,000 | -0.9% | 26,175 | 0.0% | 0.09% | -6.1% |
| Q3 2017 | $669,000 | -4.7% | 26,175 | -4.8% | 0.10% | -6.6% |
| Q2 2017 | $702,000 | -3.6% | 27,500 | -3.5% | 0.11% | -4.5% |
| Q1 2017 | $728,000 | -32.5% | 28,500 | -33.1% | 0.11% | -36.6% |
| Q4 2016 | $1,079,000 | – | 42,600 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 98,686 | $2,531,000 | 1.11% |
| Vigilant Capital Management, LLC | 199,439 | $5,116,000 | 0.91% |
| Guidant Wealth Advisors | 52,599 | $1,349,000 | 0.83% |
| Asset Dedication, LLC | 30,733 | $787,000 | 0.50% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,333 | $1,773,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 30,090 | $772,000 | 0.36% |
| LINCOLN NATIONAL CORP | 129,606 | $3,324,000 | 0.19% |
| Carnegie Capital Asset Management, LLC | 42,468 | $1,086,000 | 0.16% |
| Family Firm, Inc. | 11,463 | $294,000 | 0.14% |
| Curbstone Financial Management Corp | 16,000 | $410,000 | 0.13% |