ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 60 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $443,000 | +4.0% | 17,403 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $426,000 | -4.3% | 16,738 | -4.6% | 0.00% | -33.3% |
| Q4 2018 | $445,000 | +4.0% | 17,538 | +3.8% | 0.00% | 0.0% |
| Q3 2018 | $428,000 | -8.9% | 16,901 | -8.7% | 0.00% | 0.0% |
| Q2 2018 | $470,000 | +0.4% | 18,507 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $468,000 | -35.6% | 18,507 | -35.5% | 0.00% | -40.0% |
| Q4 2017 | $727,000 | -6.4% | 28,708 | -5.6% | 0.01% | -16.7% |
| Q3 2017 | $777,000 | -1.6% | 30,408 | -1.8% | 0.01% | 0.0% |
| Q2 2017 | $790,000 | -2.6% | 30,965 | -2.5% | 0.01% | -14.3% |
| Q1 2017 | $811,000 | +2.3% | 31,769 | +1.5% | 0.01% | 0.0% |
| Q4 2016 | $793,000 | -4.5% | 31,300 | -3.3% | 0.01% | 0.0% |
| Q3 2016 | $830,000 | -5.5% | 32,358 | -5.1% | 0.01% | -12.5% |
| Q2 2016 | $878,000 | -27.9% | 34,108 | -28.0% | 0.01% | -33.3% |
| Q1 2016 | $1,218,000 | +10.9% | 47,395 | +10.6% | 0.01% | +9.1% |
| Q4 2015 | $1,098,000 | +27.5% | 42,838 | +27.2% | 0.01% | +22.2% |
| Q3 2015 | $861,000 | +112.1% | 33,674 | +110.5% | 0.01% | +125.0% |
| Q2 2015 | $406,000 | – | 16,000 | – | 0.00% | – |
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% |