ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 60 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $4,142,000 | -7.9% | 162,821 | -7.9% | 1.14% | -11.6% |
| Q1 2019 | $4,499,000 | -4.4% | 176,779 | -4.7% | 1.29% | -15.6% |
| Q4 2018 | $4,707,000 | +450.5% | 185,430 | +449.7% | 1.53% | +415.9% |
| Q3 2018 | $855,000 | +133.0% | 33,730 | +133.3% | 0.30% | +111.4% |
| Q2 2018 | $367,000 | -8.0% | 14,455 | -8.4% | 0.14% | -5.4% |
| Q1 2018 | $399,000 | -0.2% | 15,789 | 0.0% | 0.15% | +6.5% |
| Q4 2017 | $400,000 | -9.5% | 15,789 | -8.7% | 0.14% | -7.9% |
| Q3 2017 | $442,000 | +0.2% | 17,289 | 0.0% | 0.15% | -4.4% |
| Q2 2017 | $441,000 | 0.0% | 17,289 | 0.0% | 0.16% | -6.0% |
| Q1 2017 | $441,000 | -5.6% | 17,289 | -6.3% | 0.17% | -21.9% |
| Q4 2016 | $467,000 | – | 18,450 | – | 0.22% | – |
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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% |