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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $6,901,000 | -35.1% | 271,276 | -35.1% | 0.00% | -50.0% |
| Q1 2019 | $10,634,000 | -26.0% | 417,806 | -26.1% | 0.00% | -33.3% |
| Q4 2018 | $14,362,000 | +25.1% | 565,749 | +24.9% | 0.00% | +50.0% |
| Q3 2018 | $11,481,000 | -0.6% | 452,910 | -0.5% | 0.00% | 0.0% |
| Q2 2018 | $11,556,000 | -1.2% | 455,145 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $11,701,000 | +12.7% | 462,475 | +12.7% | 0.00% | 0.0% |
| Q4 2017 | $10,386,000 | +3.6% | 410,186 | +4.6% | 0.00% | 0.0% |
| Q3 2017 | $10,025,000 | -3.3% | 392,151 | -3.5% | 0.00% | 0.0% |
| Q2 2017 | $10,370,000 | +10.4% | 406,361 | +10.5% | 0.00% | 0.0% |
| Q1 2017 | $9,389,000 | +7.9% | 367,767 | +7.0% | 0.00% | 0.0% |
| Q4 2016 | $8,704,000 | +9.2% | 343,609 | +10.6% | 0.00% | 0.0% |
| Q3 2016 | $7,970,000 | +3.7% | 310,714 | +4.0% | 0.00% | 0.0% |
| Q2 2016 | $7,687,000 | -21.7% | 298,738 | -21.8% | 0.00% | 0.0% |
| Q1 2016 | $9,818,000 | +2.2% | 382,161 | +1.9% | 0.00% | 0.0% |
| Q4 2015 | $9,605,000 | +23.7% | 374,919 | +23.4% | 0.00% | 0.0% |
| Q3 2015 | $7,763,000 | +26.4% | 303,734 | +25.5% | 0.00% | 0.0% |
| Q2 2015 | $6,140,000 | +13.3% | 242,111 | +14.1% | 0.00% | 0.0% |
| Q1 2015 | $5,419,000 | +24.7% | 212,173 | +24.1% | 0.00% | 0.0% |
| Q4 2014 | $4,344,000 | +36.2% | 171,017 | +36.4% | 0.00% | +100.0% |
| Q3 2014 | $3,189,000 | +253.9% | 125,394 | +252.5% | 0.00% | – |
| Q2 2014 | $901,000 | +3006.9% | 35,568 | +2958.3% | 0.00% | – |
| Q1 2014 | $29,000 | – | 1,163 | – | 0.00% | – |
Download | ||||||
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% |