ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 51 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $82,000 | -75.3% | 3,223 | +7.9% | 0.14% | -84.6% |
| Q1 2019 | $332,000 | +971.0% | 2,986 | +148.2% | 0.94% | +1542.1% |
| Q4 2018 | $31,000 | -61.7% | 1,203 | -62.4% | 0.06% | -56.8% |
| Q3 2018 | $81,000 | 0.0% | 3,196 | +0.3% | 0.13% | -9.0% |
| Q2 2018 | $81,000 | +1.2% | 3,188 | +106166.7% | 0.14% | -30.3% |
| Q1 2018 | $80,000 | -50.3% | 3 | -100.0% | 0.21% | +6.1% |
| Q4 2017 | $161,000 | -0.6% | 6,356 | +0.3% | 0.20% | -32.2% |
| Q3 2017 | $162,000 | +0.6% | 6,336 | +0.5% | 0.29% | -2.0% |
| Q2 2017 | $161,000 | 0.0% | 6,305 | 0.0% | 0.30% | 0.0% |
| Q1 2017 | $161,000 | +101.2% | 6,305 | +100.6% | 0.30% | +154.3% |
| Q4 2016 | $80,000 | – | 3,143 | – | 0.12% | – |
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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% |