ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 18 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $2,818,000 | +0.1% | 110,819 | 0.0% | 0.52% | -3.9% |
| Q1 2019 | $2,815,000 | +7.5% | 110,819 | +7.4% | 0.54% | -3.9% |
| Q4 2018 | $2,618,000 | -3.0% | 103,142 | -3.3% | 0.56% | +0.5% |
| Q3 2018 | $2,700,000 | -0.1% | 106,712 | 0.0% | 0.56% | -2.6% |
| Q2 2018 | $2,704,000 | +58.9% | 106,712 | +58.7% | 0.57% | +54.7% |
| Q1 2018 | $1,702,000 | +0.1% | 67,247 | 0.0% | 0.37% | +2.8% |
| Q4 2017 | $1,701,000 | +2.4% | 67,247 | +3.5% | 0.36% | -1.4% |
| Q3 2017 | $1,661,000 | +3.8% | 64,966 | +3.7% | 0.36% | -0.3% |
| Q2 2017 | $1,600,000 | -0.2% | 62,664 | 0.0% | 0.36% | -5.9% |
| Q1 2017 | $1,603,000 | +0.8% | 62,664 | 0.0% | 0.39% | -2.5% |
| Q4 2016 | $1,591,000 | -10.3% | 62,664 | -9.6% | 0.40% | -15.5% |
| Q3 2016 | $1,773,000 | +44.4% | 69,333 | +45.6% | 0.47% | +43.2% |
| Q2 2016 | $1,228,000 | +7.4% | 47,621 | +6.9% | 0.33% | +3.8% |
| Q1 2016 | $1,143,000 | +6.9% | 44,530 | +6.5% | 0.32% | -1.9% |
| Q4 2015 | $1,069,000 | +80.6% | 41,805 | +80.8% | 0.32% | +86.7% |
| Q3 2015 | $592,000 | +0.3% | 23,125 | 0.0% | 0.17% | +6.1% |
| Q2 2015 | $590,000 | +31.4% | 23,125 | +31.6% | 0.16% | +32.5% |
| Q1 2015 | $449,000 | +13.1% | 17,566 | +12.6% | 0.12% | +7.9% |
| Q4 2014 | $397,000 | +19.6% | 15,607 | +19.8% | 0.11% | +14.0% |
| Q3 2014 | $332,000 | – | 13,032 | – | 0.10% | – |
Download | ||||||
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% |