ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 51 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $205,000 | +0.5% | 8,000 | 0.0% | 0.03% | -6.1% |
| Q2 2017 | $204,000 | 0.0% | 8,000 | 0.0% | 0.03% | -10.8% |
| Q1 2017 | $204,000 | +0.5% | 8,000 | 0.0% | 0.04% | -7.5% |
| Q4 2016 | $203,000 | -1.0% | 8,000 | 0.0% | 0.04% | -2.4% |
| Q3 2016 | $205,000 | -0.5% | 8,000 | 0.0% | 0.04% | -4.7% |
| Q2 2016 | $206,000 | 0.0% | 8,000 | 0.0% | 0.04% | -6.5% |
| Q1 2016 | $206,000 | +0.5% | 8,000 | 0.0% | 0.05% | +2.2% |
| Q4 2015 | $205,000 | +0.5% | 8,000 | 0.0% | 0.04% | -13.5% |
| Q3 2015 | $204,000 | – | 8,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 154,053 | $3,920,000 | 1.48% |
| Gateway Advisory, LLC | 215,939 | $5,496,000 | 1.42% |
| VALLEY NATIONAL ADVISERS INC | 176,779 | $4,499,000 | 1.29% |
| New Capital Management LP | 2,986 | $332,000 | 0.94% |
| Prism Advisors, Inc. | 50,290 | $1,280,000 | 0.74% |
| IHT Wealth Management, LLC | 158,374 | $4,031,000 | 0.67% |
| Paulson Wealth Management Inc. | 32,164 | $819,000 | 0.62% |
| Guidant Wealth Advisors | 59,105 | $1,504,000 | 0.59% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,265,000 | 0.58% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,355,000 | 0.56% |