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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 252,657 | $6,414,000 | 2.68% |
| Wealthquest Corp | 149,925 | $3,805,000 | 1.56% |
| VALLEY NATIONAL ADVISERS INC | 185,430 | $4,707,000 | 1.53% |
| Prism Advisors, Inc. | 50,290 | $1,277,000 | 0.81% |
| IHT Wealth Management, LLC | 158,073 | $4,013,000 | 0.77% |
| Guidant Wealth Advisors | 60,038 | $1,524,000 | 0.71% |
| Greenwich Investment Management, Inc. | 22,663 | $575,000 | 0.71% |
| Paulson Wealth Management Inc. | 32,195 | $818,000 | 0.68% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,259,000 | 0.63% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,352,000 | 0.60% |