ISHARES TR's ticker is IBMH and the CUSIP is 46429B564. A total of 21 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $978,000 | -2.5% | 38,425 | -2.5% | 0.01% | 0.0% |
| Q2 2019 | $1,003,000 | -1.3% | 39,415 | -1.3% | 0.01% | -7.7% |
| Q1 2019 | $1,016,000 | -2.0% | 39,915 | -2.3% | 0.01% | -7.1% |
| Q4 2018 | $1,037,000 | +3.0% | 40,840 | +2.8% | 0.01% | +16.7% |
| Q3 2018 | $1,007,000 | -9.0% | 39,730 | -8.8% | 0.01% | -14.3% |
| Q2 2018 | $1,106,000 | -99.9% | 43,555 | -1.7% | 0.01% | 0.0% |
| Q1 2018 | $1,121,549,000 | +5.9% | 44,330 | +6.0% | 0.01% | +7.7% |
| Q4 2017 | $1,059,110,000 | +0.2% | 41,829 | +1.2% | 0.01% | 0.0% |
| Q3 2017 | $1,057,038,000 | +1.7% | 41,350 | +1.5% | 0.01% | -7.1% |
| Q2 2017 | $1,039,812,000 | +10.9% | 40,745 | +10.1% | 0.01% | +7.7% |
| Q1 2017 | $937,589,000 | +99962.9% | 37,015 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $937,000 | -99.9% | 37,015 | +11.0% | 0.01% | 0.0% |
| Q3 2016 | $855,684,000 | +1.8% | 33,360 | +2.1% | 0.01% | 0.0% |
| Q2 2016 | $840,474,000 | +4.0% | 32,665 | +3.8% | 0.01% | 0.0% |
| Q1 2016 | $808,323,000 | +0.9% | 31,465 | +0.6% | 0.01% | 0.0% |
| Q4 2015 | $801,137,000 | +3.1% | 31,270 | +2.9% | 0.01% | 0.0% |
| Q3 2015 | $776,896,000 | +9.7% | 30,395 | +8.8% | 0.01% | +18.2% |
| Q2 2015 | $708,178,000 | +22.2% | 27,925 | +23.1% | 0.01% | +22.2% |
| Q1 2015 | $579,375,000 | +5.3% | 22,685 | +4.8% | 0.01% | 0.0% |
| Q4 2014 | $550,037,000 | +98.8% | 21,655 | +99.0% | 0.01% | +80.0% |
| Q3 2014 | $276,677,000 | – | 10,880 | – | 0.01% | – |
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% |