ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 4 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,120,000 | 0.0% | 44,025 | 0.0% | 0.07% | -5.2% |
| Q1 2019 | $1,120,000 | -0.3% | 44,025 | -0.5% | 0.08% | -26.0% |
| Q4 2018 | $1,123,000 | -61.5% | 44,243 | -61.5% | 0.10% | -56.5% |
| Q3 2018 | $2,916,000 | +159.2% | 114,925 | +159.2% | 0.24% | +177.9% |
| Q2 2018 | $1,125,000 | -2.2% | 44,343 | -2.4% | 0.09% | -10.4% |
| Q1 2018 | $1,150,000 | -0.3% | 45,443 | 0.0% | 0.10% | -5.9% |
| Q4 2017 | $1,153,000 | -23.0% | 45,443 | -22.6% | 0.10% | -41.7% |
| Q3 2017 | $1,498,000 | +40.4% | 58,693 | +40.8% | 0.18% | +34.6% |
| Q2 2017 | $1,067,000 | +13.8% | 41,693 | +13.5% | 0.13% | +12.1% |
| Q1 2017 | $938,000 | -10.7% | 36,718 | -11.5% | 0.12% | -17.1% |
| Q4 2016 | $1,050,000 | -3.3% | 41,468 | -2.4% | 0.14% | -10.8% |
| Q3 2016 | $1,086,000 | -1.4% | 42,468 | -0.5% | 0.16% | +1.3% |
| Q2 2016 | $1,101,000 | -6.5% | 42,684 | -7.0% | 0.16% | -13.9% |
| Q1 2016 | $1,178,000 | 0.0% | 45,900 | 0.0% | 0.18% | -11.8% |
| Q4 2015 | $1,178,000 | -1.2% | 45,900 | -1.4% | 0.20% | -0.5% |
| Q3 2015 | $1,192,000 | +12.3% | 46,550 | +11.2% | 0.20% | +10.8% |
| Q2 2015 | $1,061,000 | – | 41,850 | – | 0.18% | – |
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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% |