ISHARES TR's ticker is IBMG and the CUSIP is 46429B580.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,441,000 | +0.7% | 96,076 | +0.6% | 0.01% | -14.3% |
| Q1 2018 | $2,425,000 | -2.4% | 95,483 | -2.5% | 0.01% | -12.5% |
| Q4 2017 | $2,485,000 | +1.3% | 97,882 | +1.7% | 0.01% | -11.1% |
| Q3 2017 | $2,453,000 | +12.5% | 96,245 | +12.4% | 0.01% | +12.5% |
| Q2 2017 | $2,181,000 | +3.7% | 85,616 | +3.5% | 0.01% | -42.9% |
| Q1 2017 | $2,104,000 | +13.5% | 82,719 | +13.2% | 0.01% | 0.0% |
| Q4 2016 | $1,854,000 | +3.9% | 73,042 | +4.5% | 0.01% | -17.6% |
| Q3 2016 | $1,784,000 | +43.6% | 69,922 | +44.2% | 0.02% | +70.0% |
| Q2 2016 | $1,242,000 | -48.4% | 48,497 | -48.4% | 0.01% | +42.9% |
| Q1 2016 | $2,405,000 | +37.0% | 93,963 | +36.6% | 0.01% | +40.0% |
| Q4 2015 | $1,755,000 | +161.9% | 68,765 | +162.7% | 0.01% | +25.0% |
| Q3 2015 | $670,000 | +21.8% | 26,180 | +21.0% | 0.00% | +33.3% |
| Q2 2015 | $550,000 | +11.1% | 21,644 | +11.5% | 0.00% | 0.0% |
| Q1 2015 | $495,000 | +27.6% | 19,414 | +28.1% | 0.00% | +50.0% |
| Q4 2014 | $388,000 | 0.0% | 15,159 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $388,000 | – | 15,159 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IFP Advisors, Inc | 0 | $0 | 0.00% |