ISHARES TR's ticker is IBCC and the CUSIP is 46432FAG2.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $98,000 | -1.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $99,000 | -2.0% | 4,000 | -2.4% | 0.00% | 0.0% |
| Q2 2017 | $101,000 | +2.0% | 4,100 | +2.5% | 0.00% | 0.0% |
| Q1 2017 | $99,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $99,000 | 0.0% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $99,000 | 0.0% | 4,000 | +300.0% | 0.00% | -50.0% |
| Q2 2016 | $99,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $99,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Concert Wealth Management Inc. | 63,592 | $6,331,000 | 0.82% |
| Hugh Johnson Advisors LLC | 22,765 | $2,267,000 | 0.80% |
| CORDA Investment Management, LLC. | 24,278 | $2,417,000 | 0.45% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 74,654 | $7,434,000 | 0.27% |
| HighTower Advisors, LLC | 3,564 | $355,000 | 0.01% |
| D.A. DAVIDSON & CO. | 1,105 | $110,000 | 0.00% |
| BlackRock Fund Advisors | 51,000 | $5,078,000 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 2,549 | $254,000 | 0.00% |
| ROYAL BANK OF CANADA | 165 | $16,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 10,500 | $1,046,000 | 0.00% |