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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,446,000 | -80.2% | 56,834 | -80.2% | 0.00% | -75.0% |
| Q1 2019 | $7,319,000 | +1867.5% | 287,593 | +1865.1% | 0.01% | +1100.0% |
| Q4 2018 | $372,000 | -59.0% | 14,635 | -59.1% | 0.00% | -50.0% |
| Q3 2018 | $908,000 | -67.1% | 35,813 | -67.1% | 0.00% | -66.7% |
| Q2 2018 | $2,763,000 | +13.8% | 108,828 | +13.4% | 0.01% | 0.0% |
| Q1 2018 | $2,429,000 | -70.7% | 95,993 | -70.7% | 0.01% | -75.0% |
| Q4 2017 | $8,288,000 | +1140.7% | 327,319 | +1153.5% | 0.02% | +1100.0% |
| Q3 2017 | $668,000 | +28.7% | 26,112 | +28.3% | 0.00% | 0.0% |
| Q2 2017 | $519,000 | +33.8% | 20,348 | +34.6% | 0.00% | 0.0% |
| Q3 2016 | $388,000 | -76.1% | 15,117 | -76.1% | 0.00% | -75.0% |
| Q2 2016 | $1,624,000 | -26.1% | 63,120 | -26.2% | 0.01% | -33.3% |
| Q1 2016 | $2,198,000 | +13.7% | 85,541 | +12.5% | 0.01% | -40.0% |
| Q3 2014 | $1,934,000 | -9.7% | 76,046 | -11.1% | 0.02% | -16.7% |
| Q1 2014 | $2,141,000 | – | 85,508 | – | 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% |