ISHARES TR's ticker is IBMI and the CUSIP is 46434V571.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,024,000 | -1.3% | 236,332 | -1.8% | 0.01% | -23.1% |
| Q1 2020 | $6,104,000 | -7.0% | 240,575 | -6.4% | 0.01% | +8.3% |
| Q4 2019 | $6,561,000 | -0.1% | 257,098 | -0.1% | 0.01% | -7.7% |
| Q3 2019 | $6,569,000 | -0.2% | 257,294 | -0.1% | 0.01% | -7.1% |
| Q2 2019 | $6,581,000 | +0.1% | 257,567 | -0.1% | 0.01% | -6.7% |
| Q1 2019 | $6,573,000 | +9.3% | 257,754 | +8.8% | 0.02% | -6.2% |
| Q4 2018 | $6,012,000 | -1.5% | 236,975 | -1.9% | 0.02% | +6.7% |
| Q3 2018 | $6,101,000 | +18.7% | 241,677 | +19.3% | 0.02% | +15.4% |
| Q2 2018 | $5,140,000 | +5.0% | 202,525 | +5.0% | 0.01% | 0.0% |
| Q1 2018 | $4,893,000 | +14.1% | 192,926 | +14.1% | 0.01% | 0.0% |
| Q4 2017 | $4,290,000 | +127.7% | 169,152 | +130.8% | 0.01% | +85.7% |
| Q3 2017 | $1,884,000 | +34.3% | 73,295 | +33.7% | 0.01% | +40.0% |
| Q2 2017 | $1,403,000 | +9.1% | 54,813 | +8.8% | 0.01% | -44.4% |
| Q1 2017 | $1,286,000 | +118.3% | 50,369 | +116.1% | 0.01% | +125.0% |
| Q4 2016 | $589,000 | +26.4% | 23,311 | +29.2% | 0.00% | 0.0% |
| Q3 2016 | $466,000 | +25.9% | 18,037 | +26.7% | 0.00% | +33.3% |
| Q2 2016 | $370,000 | -26.4% | 14,236 | -27.0% | 0.00% | +200.0% |
| Q1 2016 | $503,000 | +21.2% | 19,496 | +20.2% | 0.00% | 0.0% |
| Q4 2015 | $415,000 | +106.5% | 16,214 | +106.2% | 0.00% | 0.0% |
| Q3 2015 | $201,000 | – | 7,863 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Capital Management LP | 4,301 | $110,000 | 0.12% |
| IFP Advisors, Inc | 0 | $0 | 0.00% |