ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 60 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $3,111,000 | -1.9% | 122,518 | -2.2% | 0.06% | -6.8% |
| Q1 2018 | $3,171,000 | +1.5% | 125,337 | +1.6% | 0.06% | +3.5% |
| Q4 2017 | $3,124,000 | +1.3% | 123,389 | +2.2% | 0.06% | -3.4% |
| Q3 2017 | $3,085,000 | +3.2% | 120,676 | +3.1% | 0.06% | -3.3% |
| Q2 2017 | $2,988,000 | +2.2% | 117,100 | +2.3% | 0.06% | -6.2% |
| Q1 2017 | $2,923,000 | +6.9% | 114,476 | +6.1% | 0.06% | -1.5% |
| Q4 2016 | $2,734,000 | +12.5% | 107,917 | +13.9% | 0.07% | +4.8% |
| Q3 2016 | $2,431,000 | +26.5% | 94,788 | +26.9% | 0.06% | +18.9% |
| Q2 2016 | $1,922,000 | +30.3% | 74,706 | +30.1% | 0.05% | +20.5% |
| Q1 2016 | $1,475,000 | +16.6% | 57,423 | +16.3% | 0.04% | +7.3% |
| Q4 2015 | $1,265,000 | +13.0% | 49,370 | +12.8% | 0.04% | 0.0% |
| Q3 2015 | $1,119,000 | +0.5% | 43,786 | -0.3% | 0.04% | 0.0% |
| Q2 2015 | $1,113,000 | +15.9% | 43,904 | +16.8% | 0.04% | +13.9% |
| Q1 2015 | $960,000 | – | 37,589 | – | 0.04% | – |
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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% |