ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 96 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $263,000 | +0.4% | 10,349 | 0.0% | 0.04% | +12.9% |
| Q3 2018 | $262,000 | -0.4% | 10,349 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $263,000 | +7.8% | 10,349 | +7.3% | 0.03% | +3.2% |
| Q1 2018 | $244,000 | 0.0% | 9,644 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $244,000 | -1.2% | 9,644 | 0.0% | 0.03% | -8.8% |
| Q3 2017 | $247,000 | -5.0% | 9,644 | -5.2% | 0.03% | -12.8% |
| Q2 2017 | $260,000 | +27.5% | 10,169 | +28.1% | 0.04% | -2.5% |
| Q3 2016 | $204,000 | -20.3% | 7,936 | -20.5% | 0.04% | -63.6% |
| Q1 2016 | $256,000 | 0.0% | 9,981 | 0.0% | 0.11% | +1.9% |
| Q4 2015 | $256,000 | – | 9,981 | – | 0.11% | – |
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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% |