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 ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 248,580 | $6,344,000 | 1.96% |
| Trust Co | 135,929 | $3,469,000 | 1.60% |
| Vigilant Capital Management, LLC | 208,809 | $5,329,000 | 0.87% |
| Guidant Wealth Advisors | 64,705 | $1,649,000 | 0.85% |
| Asset Dedication, LLC | 46,373 | $1,182,000 | 0.59% |
| Fusion Family Wealth LLC | 66,167 | $1,689,000 | 0.58% |
| Roof Eidam Maycock Peralta, LLC | 40,435 | $1,032,000 | 0.53% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 62,664 | $1,600,000 | 0.36% |
| New Capital Management LP | 6,305 | $161,000 | 0.30% |
| Patriot Financial Group Insurance Agency, LLC | 9,051 | $231,000 | 0.24% |