Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 106 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$611,000
+0.2%
24,033
+0.2%
0.35%
-3.9%
Q1 2019$610,000
+0.3%
23,995
+0.1%
0.36%
-8.9%
Q4 2018$608,00023,9720.40%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Wealthquest Corp 154,053$3,920,0001.48%
Gateway Advisory, LLC 215,939$5,496,0001.42%
VALLEY NATIONAL ADVISERS INC 176,779$4,499,0001.29%
New Capital Management LP 2,986$332,0000.94%
Prism Advisors, Inc. 50,290$1,280,0000.74%
IHT Wealth Management, LLC 158,374$4,031,0000.67%
Paulson Wealth Management Inc. 32,164$819,0000.62%
Guidant Wealth Advisors 59,105$1,504,0000.59%
CHATHAM CAPITAL GROUP, INC. 89,000$2,265,0000.58%
Fieldpoint Private Securities, LLC 53,250$1,355,0000.56%
View complete list of ISHARES TR shareholders