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 | $1,856,000 | +6.3% | 72,960 | +6.3% | 0.19% | -2.6% |
| Q1 2019 | $1,746,000 | -2.5% | 68,608 | -2.7% | 0.19% | +7.3% |
| Q4 2018 | $1,790,000 | +20.9% | 70,533 | +20.8% | 0.18% | +29.0% |
| Q3 2018 | $1,480,000 | -8.4% | 58,389 | -8.2% | 0.14% | -12.7% |
| Q2 2018 | $1,615,000 | +3.7% | 63,598 | +3.3% | 0.16% | +1.3% |
| Q1 2018 | $1,557,000 | +308.7% | 61,552 | +308.6% | 0.16% | +300.0% |
| Q4 2017 | $381,000 | – | 15,065 | – | 0.04% | – |
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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% |