ISHARES's ticker is IBMF and the CUSIP is 464289271.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $245,000 | 0.0% | 8,996 | 0.0% | 0.06% | -7.4% |
| Q1 2017 | $245,000 | 0.0% | 8,996 | 0.0% | 0.07% | -8.1% |
| Q4 2016 | $245,000 | -0.4% | 8,996 | 0.0% | 0.07% | +4.2% |
| Q3 2016 | $246,000 | 0.0% | 8,996 | 0.0% | 0.07% | +163.0% |
| Q2 2016 | $246,000 | -0.4% | 8,996 | 0.0% | 0.03% | -71.3% |
| Q1 2016 | $247,000 | +0.4% | 8,996 | 0.0% | 0.09% | +1.1% |
| Q4 2015 | $246,000 | -0.4% | 8,996 | 0.0% | 0.09% | -9.7% |
| Q3 2015 | $247,000 | 0.0% | 8,996 | 0.0% | 0.10% | +53.7% |
| Q2 2015 | $247,000 | -0.4% | 8,996 | +100.0% | 0.07% | -29.5% |
| Q1 2015 | $248,000 | +0.4% | 4,498 | 0.0% | 0.10% | -6.9% |
| Q4 2014 | $247,000 | -0.4% | 4,498 | 0.0% | 0.10% | -6.4% |
| Q3 2014 | $248,000 | +155.7% | 4,498 | +150.2% | 0.11% | +94.6% |
| Q2 2013 | $97,000 | – | 1,798 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 27,214 | $1,501,000 | 0.47% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20,202 | $1,114,000 | 0.44% |
| Legacy Private Trust Co. | 42,350 | $2,335,000 | 0.41% |
| Winfield Associates, Inc. | 5,588 | $308,000 | 0.25% |
| TOWER TRUST Co | 5,894 | $325,000 | 0.20% |
| Long Wharf Investors, Inc. | 4,300 | $237,000 | 0.20% |
| NewSquare Capital LLC | 8,767 | $483,000 | 0.19% |
| Alerus Investment Advisors Corp | 12,722 | $702,000 | 0.15% |
| ARS Wealth Advisors, LLC | 4,265 | $235,000 | 0.14% |
| Investors Capital Advisory Services | 8,352 | $460,000 | 0.10% |