ISHARES's ticker is IBMF and the CUSIP is 464289271.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $469,000 | +177.5% | 17,211 | +177.6% | 0.00% | – |
Q1 2017 | $169,000 | -24.2% | 6,200 | -24.4% | 0.00% | – |
Q4 2016 | $223,000 | -9.3% | 8,200 | -8.9% | 0.00% | – |
Q3 2016 | $246,000 | -68.9% | 9,000 | -68.8% | 0.00% | – |
Q2 2016 | $791,000 | -62.0% | 28,889 | -61.9% | 0.00% | -100.0% |
Q1 2016 | $2,080,000 | +103.3% | 75,851 | +102.9% | 0.00% | 0.0% |
Q4 2015 | $1,023,000 | +322.7% | 37,391 | +324.9% | 0.00% | – |
Q3 2015 | $242,000 | -66.4% | 8,800 | -66.4% | 0.00% | – |
Q2 2015 | $720,000 | +23.9% | 26,205 | +148.8% | 0.00% | – |
Q1 2015 | $581,000 | -72.9% | 10,532 | -73.0% | 0.00% | -100.0% |
Q4 2014 | $2,145,000 | +34.1% | 39,061 | +34.9% | 0.00% | 0.0% |
Q3 2014 | $1,599,000 | +167.8% | 28,956 | +168.4% | 0.00% | – |
Q2 2014 | $597,000 | +0.3% | 10,790 | 0.0% | 0.00% | – |
Q1 2014 | $595,000 | -62.3% | 10,790 | -62.4% | 0.00% | -100.0% |
Q4 2013 | $1,579,000 | +166.3% | 28,732 | +166.3% | 0.00% | – |
Q3 2013 | $593,000 | -44.6% | 10,790 | -45.9% | 0.00% | -100.0% |
Q2 2013 | $1,071,000 | – | 19,929 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Vigilant Capital Management, LLC | 307,658 | $8,402,000 | 1.49% |
Trust Co | 72,128 | $1,970,000 | 0.86% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 65,466 | $1,785,000 | 0.48% |
Asset Dedication, LLC | 21,621 | $589,000 | 0.37% |
Roof Eidam Maycock Peralta, LLC | 28,120 | $768,000 | 0.36% |
1834 INVESTMENT ADVISORS CO | 26,862 | $734,000 | 0.16% |
Legacy Private Trust Co. | 38,990 | $1,065,000 | 0.14% |
Winfield Associates, Inc. | 8,376 | $229,000 | 0.14% |
Carnegie Capital Asset Management, LLC | 33,134 | $904,000 | 0.13% |
ARS Wealth Advisors, LLC | 8,530 | $233,000 | 0.10% |