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 2019 | $927,000 | -4.5% | 36,346 | -4.6% | 0.30% | -11.5% |
| Q1 2019 | $971,000 | +5.1% | 38,085 | +4.6% | 0.34% | -10.8% |
| Q4 2018 | $924,000 | -8.0% | 36,427 | -8.0% | 0.38% | +0.5% |
| Q3 2018 | $1,004,000 | -68.2% | 39,602 | -68.2% | 0.38% | -65.1% |
| Q2 2018 | $3,162,000 | +1.3% | 124,588 | +0.9% | 1.08% | -30.2% |
| Q1 2018 | $3,121,000 | +44.8% | 123,426 | +45.1% | 1.55% | +78.3% |
| Q4 2017 | $2,155,000 | +49.5% | 85,052 | +50.8% | 0.87% | +24.9% |
| Q3 2017 | $1,441,000 | +21.9% | 56,400 | +21.6% | 0.70% | +17.0% |
| Q2 2017 | $1,182,000 | +2.0% | 46,373 | +2.0% | 0.59% | -5.1% |
| Q1 2017 | $1,159,000 | +15.6% | 45,447 | +14.7% | 0.63% | +7.6% |
| Q4 2016 | $1,003,000 | +27.4% | 39,633 | +29.0% | 0.58% | +17.1% |
| Q3 2016 | $787,000 | +40.3% | 30,733 | +40.6% | 0.50% | +27.4% |
| Q2 2016 | $561,000 | +85.1% | 21,851 | +85.2% | 0.39% | +74.9% |
| Q1 2016 | $303,000 | +2.7% | 11,801 | +2.6% | 0.22% | +14.9% |
| Q4 2015 | $295,000 | – | 11,502 | – | 0.19% | – |
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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% |