ISHARES TR's ticker is IBMI and the CUSIP is 46434V571.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $413,000 | -21.5% | 16,192 | -21.9% | 0.04% | -32.7% |
| Q4 2018 | $526,000 | -6.4% | 20,721 | -7.0% | 0.06% | +3.8% |
| Q3 2018 | $562,000 | +110.5% | 22,269 | +111.7% | 0.05% | +103.8% |
| Q2 2018 | $267,000 | -5.3% | 10,521 | -5.4% | 0.03% | -10.3% |
| Q1 2018 | $282,000 | – | 11,116 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Capital Management LP | 4,301 | $110,000 | 0.12% |
| IFP Advisors, Inc | 0 | $0 | 0.00% |