ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 96 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,355,000 | -9.9% | 53,278 | -9.9% | 0.52% | -10.8% |
| Q1 2019 | $1,504,000 | -1.3% | 59,105 | -1.6% | 0.59% | -17.6% |
| Q4 2018 | $1,524,000 | -95.2% | 60,038 | -95.4% | 0.71% | -94.7% |
| Q3 2018 | $31,990,000 | +0.7% | 1,291,990 | +0.9% | 13.36% | -3.4% |
| Q2 2018 | $31,766,000 | +4.0% | 1,281,084 | +4.2% | 13.83% | +100.0% |
| Q1 2018 | $30,558,000 | +8.9% | 1,229,475 | +9.9% | 6.91% | -45.0% |
| Q4 2017 | $28,065,000 | +1527.0% | 1,119,114 | +1557.2% | 12.56% | +925.5% |
| Q3 2017 | $1,725,000 | +4.6% | 67,529 | +4.4% | 1.22% | +43.9% |
| Q2 2017 | $1,649,000 | +2.1% | 64,705 | +2.1% | 0.85% | +0.5% |
| Q1 2017 | $1,615,000 | +35.5% | 63,396 | +35.1% | 0.85% | +25.5% |
| Q4 2016 | $1,192,000 | -11.6% | 46,928 | -10.8% | 0.68% | -18.8% |
| Q3 2016 | $1,349,000 | – | 52,599 | – | 0.83% | – |
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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% |