ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 4 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $243,000 | -23.1% | 9,557 | -22.9% | 0.00% | -33.3% |
| Q1 2019 | $316,000 | -0.6% | 12,402 | -1.0% | 0.00% | 0.0% |
| Q4 2018 | $318,000 | +34.7% | 12,522 | +34.3% | 0.00% | +50.0% |
| Q3 2018 | $236,000 | +1.7% | 9,322 | +1.9% | 0.00% | 0.0% |
| Q2 2018 | $232,000 | +0.9% | 9,152 | +0.8% | 0.00% | 0.0% |
| Q1 2018 | $230,000 | 0.0% | 9,077 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $230,000 | – | 9,077 | – | 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% |