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 | $1,346,000 | +3.6% | 52,914 | +3.6% | 0.01% | 0.0% |
| Q1 2019 | $1,299,000 | +48.6% | 51,056 | +48.2% | 0.01% | +20.0% |
| Q4 2018 | $874,000 | -0.3% | 34,453 | -0.5% | 0.01% | +25.0% |
| Q3 2018 | $877,000 | -17.9% | 34,612 | -17.7% | 0.00% | -33.3% |
| Q2 2018 | $1,068,000 | -4.4% | 42,072 | -4.8% | 0.01% | 0.0% |
| Q1 2018 | $1,117,000 | +4.4% | 44,184 | +4.5% | 0.01% | 0.0% |
| Q4 2017 | $1,070,000 | – | 42,268 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 252,657 | $6,414,000 | 2.68% |
| Wealthquest Corp | 149,925 | $3,805,000 | 1.56% |
| VALLEY NATIONAL ADVISERS INC | 185,430 | $4,707,000 | 1.53% |
| Prism Advisors, Inc. | 50,290 | $1,277,000 | 0.81% |
| IHT Wealth Management, LLC | 158,073 | $4,013,000 | 0.77% |
| Guidant Wealth Advisors | 60,038 | $1,524,000 | 0.71% |
| Greenwich Investment Management, Inc. | 22,663 | $575,000 | 0.71% |
| Paulson Wealth Management Inc. | 32,195 | $818,000 | 0.68% |
| CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,259,000 | 0.63% |
| Fieldpoint Private Securities, LLC | 53,250 | $1,352,000 | 0.60% |