ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 81 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $481,000 | -28.2% | 18,898 | -28.2% | 0.07% | -34.6% |
| Q1 2019 | $670,000 | +74.5% | 26,309 | +74.0% | 0.11% | +46.6% |
| Q4 2018 | $384,000 | -26.2% | 15,124 | -26.2% | 0.07% | -27.0% |
| Q3 2018 | $520,000 | +71.1% | 20,505 | +71.2% | 0.10% | +23.5% |
| Q2 2018 | $304,000 | -7.6% | 11,975 | -8.0% | 0.08% | -37.2% |
| Q1 2018 | $329,000 | -28.9% | 13,010 | -28.9% | 0.13% | -39.2% |
| Q4 2017 | $463,000 | – | 18,294 | – | 0.21% | – |
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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% |