ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 44 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $91,000 | +93.6% | 3,601 | +97.9% | 0.00% | +50.0% |
| Q3 2016 | $47,000 | -56.1% | 1,820 | -56.3% | 0.00% | -50.0% |
| Q2 2016 | $107,000 | +55.1% | 4,164 | +54.2% | 0.00% | +33.3% |
| Q1 2016 | $69,000 | +245.0% | 2,700 | +241.8% | 0.00% | +200.0% |
| Q4 2015 | $20,000 | +33.3% | 790 | +33.7% | 0.00% | 0.0% |
| Q3 2015 | $15,000 | -48.3% | 591 | -47.4% | 0.00% | -50.0% |
| Q2 2015 | $29,000 | -14.7% | 1,124 | -16.7% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | +88.9% | 1,350 | +92.9% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | – | 700 | – | 0.00% | – |
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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% |