ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $3,000 | -98.6% | 102 | -98.8% | 0.00% | -98.3% |
| Q1 2019 | $209,000 | -50.2% | 8,205 | -50.4% | 0.06% | -52.8% |
| Q4 2018 | $420,000 | -2.3% | 16,556 | -2.3% | 0.12% | +7.0% |
| Q3 2018 | $430,000 | +10.3% | 16,949 | +10.2% | 0.12% | +4.5% |
| Q2 2018 | $390,000 | -68.5% | 15,379 | -68.6% | 0.11% | -73.6% |
| Q1 2018 | $1,239,000 | -8.4% | 48,958 | -8.3% | 0.42% | +23.4% |
| Q4 2017 | $1,352,000 | -19.2% | 53,408 | -18.4% | 0.34% | -40.3% |
| Q3 2017 | $1,673,000 | -0.9% | 65,440 | -1.1% | 0.57% | -2.1% |
| Q2 2017 | $1,689,000 | +14.2% | 66,167 | +14.2% | 0.58% | +4.3% |
| Q1 2017 | $1,479,000 | +10.2% | 57,928 | +9.8% | 0.55% | -29.8% |
| Q4 2016 | $1,342,000 | – | 52,738 | – | 0.79% | – |
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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% |