ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 74 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $199,000 | -9.1% | 7,869 | -8.5% | 0.15% | -10.4% |
| Q4 2017 | $219,000 | -5.2% | 8,604 | -4.9% | 0.16% | -20.4% |
| Q3 2017 | $231,000 | 0.0% | 9,051 | 0.0% | 0.21% | -14.5% |
| Q2 2017 | $231,000 | +46.2% | 9,051 | +46.0% | 0.24% | +44.3% |
| Q1 2017 | $158,000 | -20.2% | 6,201 | -20.4% | 0.17% | -38.4% |
| Q4 2016 | $198,000 | – | 7,788 | – | 0.27% | – |
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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% |