ISHARES's ticker is IBMD and the CUSIP is 464289339.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $10,000 | -70.6% | 185 | -71.8% | 0.00% | -100.0% |
| Q1 2015 | $34,000 | +36.0% | 657 | +39.2% | 0.00% | 0.0% |
| Q4 2014 | $25,000 | +150.0% | 472 | +155.1% | 0.00% | – |
| Q3 2014 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q2 2014 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q3 2013 | $10,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q2 2013 | $10,000 | – | 185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Private Trust Co. | 58,205 | $3,088,000 | 0.54% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20,603 | $1,093,000 | 0.34% |
| Capital Advisors, Ltd. LLC | 9,086 | $482,000 | 0.28% |
| Long Wharf Investors, Inc. | 3,800 | $202,000 | 0.17% |
| Alerus Investment Advisors Corp | 14,880 | $789,000 | 0.17% |
| Vantage Investment Advisors, LLC | 3,972 | $211,000 | 0.14% |
| Autus Asset Management, LLC | 6,500 | $345,000 | 0.13% |
| COURIER CAPITAL LLC | 11,440 | $607,000 | 0.12% |
| Winfield Associates, Inc. | 2,295 | $122,000 | 0.10% |
| Prospera Financial Services Inc | 5,000 | $265,000 | 0.08% |