ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $290,000 | +1.4% | 11,416 | +1.6% | 0.04% | 0.0% |
| Q1 2019 | $286,000 | +1.4% | 11,236 | +1.1% | 0.04% | -6.4% |
| Q4 2018 | $282,000 | 0.0% | 11,116 | 0.0% | 0.05% | +14.6% |
| Q3 2018 | $282,000 | 0.0% | 11,116 | 0.0% | 0.04% | -6.8% |
| Q2 2018 | $282,000 | +10.2% | 11,116 | +9.9% | 0.04% | 0.0% |
| Q1 2018 | $256,000 | 0.0% | 10,116 | 0.0% | 0.04% | +10.0% |
| Q4 2017 | $256,000 | +23.7% | 10,116 | +24.6% | 0.04% | +2.6% |
| Q3 2017 | $207,000 | 0.0% | 8,116 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $207,000 | – | 8,116 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 1,281,084 | $31,766,000 | 13.83% |
| Gateway Advisory, LLC | 243,637 | $6,186,000 | 1.74% |
| Asset Dedication, LLC | 124,588 | $3,162,000 | 1.08% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,260,000 | 0.60% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 106,712 | $2,704,000 | 0.57% |
| Prism Advisors, Inc. | 39,450 | $1,002,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 44,465 | $1,129,000 | 0.53% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,352,000 | 0.52% |
| M Holdings Securities, Inc. | 55,914 | $1,420,000 | 0.39% |
| Vigilant Capital Management, LLC | 98,630 | $2,504,000 | 0.36% |