ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $7,000 | 0.0% | 270 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $7,000 | -96.9% | 270 | -97.0% | 0.00% | -96.3% |
| Q1 2017 | $226,000 | -5.0% | 8,859 | -5.6% | 0.05% | -8.5% |
| Q4 2016 | $238,000 | -15.6% | 9,388 | -14.7% | 0.06% | -9.2% |
| Q3 2016 | $282,000 | -62.9% | 11,012 | -62.8% | 0.06% | -64.1% |
| Q2 2016 | $761,000 | +11.4% | 29,575 | +11.3% | 0.18% | -7.7% |
| Q1 2016 | $683,000 | +7.4% | 26,577 | +7.1% | 0.20% | +10.1% |
| Q4 2015 | $636,000 | -3.8% | 24,820 | -4.0% | 0.18% | -8.7% |
| Q3 2015 | $661,000 | -16.6% | 25,860 | -17.3% | 0.20% | -17.0% |
| Q2 2015 | $793,000 | +11.7% | 31,285 | +12.6% | 0.24% | +7.8% |
| Q1 2015 | $710,000 | +5.7% | 27,785 | +5.1% | 0.22% | -3.5% |
| Q4 2014 | $672,000 | -31.1% | 26,445 | -31.1% | 0.23% | -34.9% |
| Q3 2014 | $976,000 | +3.8% | 38,385 | +3.4% | 0.35% | +3.0% |
| Q2 2014 | $940,000 | – | 37,115 | – | 0.34% | – |
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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% |