ISHARES TR's ticker is IBMK and the CUSIP is 46435G755.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $217,000 | +2.4% | 8,295 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $212,000 | +17.1% | 8,088 | +17.1% | 0.00% | 0.0% |
| Q2 2019 | $181,000 | +9.0% | 6,906 | +7.9% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | +0.6% | 6,403 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $165,000 | +5.1% | 6,401 | +4.2% | 0.00% | 0.0% |
| Q3 2018 | $157,000 | -80.7% | 6,145 | -80.7% | 0.00% | -87.5% |
| Q2 2018 | $812,000 | 0.0% | 31,829 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $812,000 | +0.1% | 31,829 | +0.7% | 0.01% | 0.0% |
| Q4 2017 | $811,000 | +15.2% | 31,619 | +16.9% | 0.01% | 0.0% |
| Q3 2017 | $704,000 | +32.6% | 27,042 | +32.5% | 0.01% | +33.3% |
| Q2 2017 | $531,000 | +1297.4% | 20,404 | +1293.7% | 0.01% | – |
| Q1 2017 | $38,000 | +5.6% | 1,464 | +3.9% | 0.00% | -100.0% |
| Q4 2016 | $36,000 | -2.7% | 1,409 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $37,000 | – | 1,409 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| KARLINSKI ANDREW C | 183,082 | $4,742,000 | 7.19% |
| VISTA FINANCE, LLC | 82,731 | $2,143,000 | 2.60% |
| Paradigm, Strategies in Wealth Management, LLC | 76,991 | $1,994,000 | 1.82% |
| SONATA CAPITAL GROUP INC | 108,843 | $2,819,000 | 1.55% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 372,252 | $9,641,000 | 0.76% |
| Gateway Advisory, LLC | 114,970 | $2,978,000 | 0.74% |
| Praetorian Wealth Management, Inc. | 74,795 | $1,937,000 | 0.73% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 35,942 | $931,000 | 0.63% |
| Paradiem, LLC | 62,106 | $1,609,000 | 0.62% |
| FORTE ASSET MANAGEMENT LLC | 35,400 | $917,000 | 0.61% |