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 ↓ |
|---|---|---|---|
| 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% |