ISHARES's ticker is IBME and the CUSIP is 464289313.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $309,000 | -1.3% | 11,659 | -1.5% | 0.00% | 0.0% |
| Q1 2016 | $313,000 | -0.3% | 11,837 | +0.1% | 0.00% | 0.0% |
| Q4 2015 | $314,000 | -33.8% | 11,825 | -33.8% | 0.00% | -40.0% |
| Q3 2015 | $474,000 | -9.7% | 17,857 | -9.6% | 0.01% | 0.0% |
| Q2 2015 | $525,000 | +71.6% | 19,763 | +245.0% | 0.01% | +66.7% |
| Q1 2015 | $306,000 | -1.6% | 5,729 | -1.8% | 0.00% | 0.0% |
| Q4 2014 | $311,000 | +0.6% | 5,832 | +1.0% | 0.00% | -25.0% |
| Q3 2014 | $309,000 | -18.0% | 5,774 | -18.0% | 0.00% | -20.0% |
| Q2 2014 | $377,000 | +20.8% | 7,038 | +20.8% | 0.01% | +25.0% |
| Q1 2014 | $312,000 | – | 5,825 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 57,825 | $3,091,000 | 1.10% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 31,560 | $1,688,000 | 0.51% |
| Legacy Private Trust Co. | 41,340 | $2,210,000 | 0.34% |
| Vigilant Capital Management, LLC | 22,043 | $1,178,000 | 0.26% |
| Winfield Associates, Inc. | 5,393 | $288,000 | 0.21% |
| Mariner, LLC | 26,919 | $1,439,000 | 0.16% |
| Capital Advisors, Ltd. LLC | 3,956 | $211,000 | 0.12% |
| ARS Wealth Advisors, LLC | 4,415 | $236,000 | 0.11% |
| COURIER CAPITAL LLC | 8,220 | $439,000 | 0.09% |
| Investors Capital Advisory Services | 6,840 | $365,000 | 0.07% |