ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 33 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $727,000 | +1.5% | 28,318 | +1.4% | 0.13% | +5.9% |
| Q4 2015 | $716,000 | +4375.0% | 27,928 | +4470.9% | 0.12% | +3866.7% |
| Q3 2015 | $16,000 | -94.8% | 611 | -94.9% | 0.00% | -94.1% |
| Q2 2015 | $307,000 | -0.6% | 12,087 | 0.0% | 0.05% | 0.0% |
| Q1 2015 | $309,000 | +4.7% | 12,087 | +4.0% | 0.05% | +2.0% |
| Q4 2014 | $295,000 | -0.3% | 11,621 | 0.0% | 0.05% | -2.0% |
| Q3 2014 | $296,000 | +171.6% | 11,621 | +170.6% | 0.05% | +168.4% |
| Q2 2014 | $109,000 | +0.9% | 4,294 | 0.0% | 0.02% | -17.4% |
| Q1 2014 | $108,000 | – | 4,294 | – | 0.02% | – |
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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% |