ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 96 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $5,726,000 | +4.2% | 225,088 | +4.2% | 1.47% | +3.4% |
| Q1 2019 | $5,496,000 | -14.3% | 215,939 | -14.5% | 1.42% | -46.9% |
| Q4 2018 | $6,414,000 | +0.3% | 252,657 | +0.2% | 2.68% | +59.8% |
| Q3 2018 | $6,392,000 | +3.3% | 252,140 | +3.5% | 1.68% | -3.5% |
| Q2 2018 | $6,186,000 | +4.2% | 243,637 | +3.8% | 1.74% | +0.1% |
| Q1 2018 | $5,939,000 | -0.2% | 234,739 | -0.1% | 1.74% | +5.6% |
| Q4 2017 | $5,951,000 | -7.4% | 235,015 | -6.5% | 1.65% | -13.8% |
| Q3 2017 | $6,424,000 | +1.3% | 251,298 | +1.1% | 1.91% | -2.5% |
| Q2 2017 | $6,344,000 | +3.5% | 248,580 | +3.6% | 1.96% | +0.1% |
| Q1 2017 | $6,130,000 | – | 240,022 | – | 1.96% | – |
Download | ||||||
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% |