INSTITUTIONAL FINL MKTS INC's ticker is IFMI and the CUSIP is 45779L107.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $155,000 | -10.4% | 131,840 | -11.6% | 0.00% | – |
| Q1 2017 | $173,000 | -2.8% | 149,057 | 0.0% | 0.00% | – |
| Q4 2016 | $178,000 | +9.2% | 149,057 | 0.0% | 0.00% | – |
| Q3 2016 | $163,000 | +17.3% | 149,057 | -12.7% | 0.00% | – |
| Q2 2016 | $139,000 | -4.1% | 170,814 | 0.0% | 0.00% | – |
| Q1 2016 | $145,000 | -26.8% | 170,814 | 0.0% | 0.00% | – |
| Q4 2015 | $198,000 | -61.5% | 170,814 | -50.0% | 0.00% | – |
| Q3 2015 | $514,000 | +115.1% | 341,628 | +100.0% | 0.00% | – |
| Q2 2015 | $239,000 | -9.5% | 170,814 | +0.4% | 0.00% | – |
| Q1 2015 | $264,000 | -11.4% | 170,165 | 0.0% | 0.00% | – |
| Q4 2014 | $298,000 | -10.0% | 170,165 | 0.0% | 0.00% | – |
| Q3 2014 | $331,000 | -3.2% | 170,165 | 0.0% | 0.00% | – |
| Q2 2014 | $342,000 | -4.7% | 170,165 | +0.2% | 0.00% | – |
| Q1 2014 | $359,000 | +6.5% | 169,865 | +1.0% | 0.00% | – |
| Q4 2013 | $337,000 | -12.0% | 168,148 | -1.7% | 0.00% | – |
| Q3 2013 | $383,000 | -12.6% | 171,031 | 0.0% | 0.00% | – |
| Q2 2013 | $438,000 | – | 171,031 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackRock Fund Advisors | 4,634 | $6,000 | 0.00% |
| VANGUARD GROUP INC | 149,057 | $178,000 | 0.00% |
| TCI Wealth Advisors, Inc. | 400 | $0 | 0.00% |
| UBS Group AG | 1,880 | $2,000 | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30,000 | $36,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 75 | $0 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | $0 | 0.00% |
| NORTHERN TRUST CORP | 12,354 | $15,000 | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 23,694 | $28,000 | 0.00% |
| GUGGENHEIM CAPITAL LLC | 12,183 | $14,000 | 0.00% |