iShares Core S&P Mid-Cap's ticker is and the CUSIP is 46428750.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2016 | $590,000 | +3.5% | 3,814 | 0.0% | 0.29% | +6.6% |
Q2 2016 | $570,000 | -1.4% | 3,814 | -4.9% | 0.27% | -3.2% |
Q1 2016 | $578,000 | +3.4% | 4,012 | 0.0% | 0.28% | +5.3% |
Q4 2015 | $559,000 | +4.7% | 4,012 | +2.6% | 0.27% | +16.7% |
Q3 2015 | $534,000 | -7.8% | 3,912 | +1.3% | 0.23% | +0.9% |
Q2 2015 | $579,000 | -1.4% | 3,862 | 0.0% | 0.23% | -4.2% |
Q1 2015 | $587,000 | +7.1% | 3,862 | +2.1% | 0.24% | +0.9% |
Q4 2014 | $548,000 | +6.0% | 3,782 | 0.0% | 0.23% | +3.5% |
Q3 2014 | $517,000 | -4.4% | 3,782 | 0.0% | 0.23% | -3.8% |
Q2 2014 | $541,000 | +4.0% | 3,782 | 0.0% | 0.24% | -3.3% |
Q1 2014 | $520,000 | +2.8% | 3,782 | 0.0% | 0.24% | +3.0% |
Q4 2013 | $506,000 | -2.7% | 3,782 | -9.8% | 0.24% | -4.8% |
Q3 2013 | $520,000 | +7.4% | 4,192 | 0.0% | 0.25% | +0.8% |
Q2 2013 | $484,000 | – | 4,192 | – | 0.25% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Discretionary Management Services, LLC | 2,850 | $427,000 | 1.36% |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 3,862 | $579,000 | 0.23% |