ISHARES TR's ticker is IBMI and the CUSIP is 46434V571.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $4,397,000 | -17.1% | 172,486 | -17.5% | 0.01% | -30.0% |
Q1 2020 | $5,302,000 | -46.5% | 208,961 | -46.2% | 0.02% | -41.2% |
Q4 2019 | $9,919,000 | -1.4% | 388,690 | -1.3% | 0.03% | -10.5% |
Q3 2019 | $10,056,000 | -0.5% | 393,902 | -0.4% | 0.04% | -7.3% |
Q2 2019 | $10,107,000 | -3.1% | 395,572 | -3.3% | 0.04% | -10.9% |
Q1 2019 | $10,428,000 | +10.9% | 408,950 | +10.3% | 0.05% | -2.1% |
Q4 2018 | $9,406,000 | +164.7% | 370,734 | +163.5% | 0.05% | +161.1% |
Q3 2018 | $3,553,000 | +2.3% | 140,720 | +2.8% | 0.02% | -5.3% |
Q2 2018 | $3,474,000 | +31.8% | 136,883 | +31.7% | 0.02% | +18.8% |
Q1 2018 | $2,636,000 | – | 103,941 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Gateway Advisory, LLC | 250,779 | $6,445,000 | 1.92% |
Asset Dedication, LLC | 95,619 | $2,456,000 | 1.18% |
Vigilant Capital Management, LLC | 252,954 | $6,501,000 | 0.97% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 213,577 | $5,489,000 | 0.61% |
Fusion Family Wealth LLC | 67,839 | $1,743,000 | 0.59% |
Roof Eidam Maycock Peralta, LLC | 39,615 | $1,018,000 | 0.52% |
Vista Private Wealth Partners. LLC | 23,255 | $595,000 | 0.46% |
LEAVELL INVESTMENT MANAGEMENT, INC. | 100,997 | $2,596,000 | 0.32% |
New Capital Management LP | 6,393 | $164,000 | 0.29% |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 51,511 | $1,324,000 | 0.29% |