ISHARES TR's ticker is IBMI and the CUSIP is 46434V571.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $157,000 | +0.6% | 6,151 | 0.0% | 0.04% | -15.4% |
| Q1 2020 | $156,000 | -0.6% | 6,151 | 0.0% | 0.05% | +52.9% |
| Q4 2019 | $157,000 | 0.0% | 6,151 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $157,000 | 0.0% | 6,151 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $157,000 | 0.0% | 6,151 | 0.0% | 0.04% | -5.4% |
| Q1 2019 | $157,000 | +0.6% | 6,151 | 0.0% | 0.04% | -11.9% |
| Q4 2018 | $156,000 | +0.6% | 6,151 | 0.0% | 0.04% | +10.5% |
| Q3 2018 | $155,000 | -0.6% | 6,151 | 0.0% | 0.04% | +2.7% |
| Q2 2018 | $156,000 | – | 6,151 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 234,226 | $5,940,000 | 1.74% |
| Asset Dedication, LLC | 119,383 | $3,031,000 | 1.50% |
| Fusion Family Wealth LLC | 117,634 | $2,983,000 | 1.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 212,833 | $5,397,000 | 0.55% |
| Denver PWM, LLC | 24,266 | $612,000 | 0.54% |
| Vigilant Capital Management, LLC | 146,419 | $3,713,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 42,445 | $1,076,000 | 0.52% |
| M Holdings Securities, Inc. | 59,638 | $1,512,000 | 0.46% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 64,127 | $1,621,000 | 0.35% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 111,997 | $2,840,000 | 0.33% |