ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 103 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $105,000 | -34.0% | 4,132 | -34.2% | 0.01% | 0.0% |
| Q3 2018 | $159,000 | +54.4% | 6,278 | +55.2% | 0.01% | +50.0% |
| Q2 2018 | $103,000 | -32.7% | 4,046 | -33.0% | 0.00% | -42.9% |
| Q1 2018 | $153,000 | 0.0% | 6,042 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $153,000 | -0.6% | 6,042 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $154,000 | -60.9% | 6,042 | -60.9% | 0.01% | -64.7% |
| Q2 2017 | $394,000 | +127.7% | 15,451 | +128.5% | 0.02% | +112.5% |
| Q1 2017 | $173,000 | +29.1% | 6,761 | +27.5% | 0.01% | +33.3% |
| Q4 2016 | $134,000 | +3.9% | 5,302 | +5.1% | 0.01% | -14.3% |
| Q3 2016 | $129,000 | +2.4% | 5,046 | +3.3% | 0.01% | 0.0% |
| Q2 2016 | $126,000 | +404.0% | 4,884 | +399.9% | 0.01% | +250.0% |
| Q4 2015 | $25,000 | – | 977 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 252,657 | $6,414,000 | 2.68% |
| Wealthquest Corp | 149,925 | $3,805,000 | 1.56% |
| VALLEY NATIONAL ADVISERS INC | 185,430 | $4,707,000 | 1.53% |
| Prism Advisors, Inc. | 50,290 | $1,277,000 | 0.81% |
| IHT Wealth Management, LLC | 158,073 | $4,013,000 | 0.77% |
| Guidant Wealth Advisors | 60,038 | $1,524,000 | 0.71% |
| Greenwich Investment Management, Inc. | 22,663 | $575,000 | 0.71% |
| Paulson Wealth Management Inc. | 32,195 | $818,000 | 0.68% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,259,000 | 0.63% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,352,000 | 0.60% |