ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 96 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $300,000 | +0.3% | 11,794 | +0.3% | 0.11% | -2.8% |
| Q1 2019 | $299,000 | +0.3% | 11,757 | +0.2% | 0.11% | -8.4% |
| Q4 2018 | $298,000 | +0.7% | 11,735 | +0.3% | 0.12% | +11.2% |
| Q3 2018 | $296,000 | 0.0% | 11,696 | +0.3% | 0.11% | -3.6% |
| Q2 2018 | $296,000 | +0.7% | 11,665 | +0.3% | 0.11% | -2.6% |
| Q1 2018 | $294,000 | 0.0% | 11,634 | +0.2% | 0.11% | -2.6% |
| Q4 2017 | $294,000 | -0.7% | 11,613 | +0.3% | 0.12% | -5.6% |
| Q3 2017 | $296,000 | +0.3% | 11,578 | +0.2% | 0.12% | -4.6% |
| Q2 2017 | $295,000 | +0.3% | 11,550 | +0.3% | 0.13% | -7.1% |
| Q1 2017 | $294,000 | +1.0% | 11,521 | +0.2% | 0.14% | +2.2% |
| Q4 2016 | $291,000 | -1.0% | 11,500 | +0.3% | 0.14% | -2.1% |
| Q3 2016 | $294,000 | 0.0% | 11,463 | +0.2% | 0.14% | -4.1% |
| Q2 2016 | $294,000 | +0.3% | 11,435 | +0.3% | 0.15% | -2.0% |
| Q1 2016 | $293,000 | +0.7% | 11,406 | +0.3% | 0.15% | -3.2% |
| Q4 2015 | $291,000 | +0.3% | 11,377 | +0.3% | 0.15% | -1.9% |
| Q3 2015 | $290,000 | – | 11,346 | – | 0.16% | – |
Download | ||||||
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% |