ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $427,000 | -0.2% | 16,708 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $428,000 | -0.5% | 16,708 | 0.0% | 0.02% | -8.3% |
| Q1 2021 | $430,000 | -0.2% | 16,708 | 0.0% | 0.02% | -7.7% |
| Q4 2020 | $431,000 | -0.5% | 16,708 | 0.0% | 0.03% | -10.3% |
| Q3 2020 | $433,000 | 0.0% | 16,708 | 0.0% | 0.03% | -6.5% |
| Q2 2020 | $433,000 | +1.6% | 16,708 | 0.0% | 0.03% | -16.2% |
| Q1 2020 | $426,000 | – | 16,708 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gateway Advisory, LLC | 232,578 | $5,991,000 | 1.48% |
| LifeSteps Financial, Inc. | 59,028 | $1,521,000 | 1.44% |
| Wealthquest Corp | 159,008 | $4,096,000 | 1.17% |
| SENTINEL PENSION ADVISORS INC | 69,436 | $1,789,000 | 1.16% |
| Paulson Wealth Management Inc. | 61,554 | $1,591,000 | 1.12% |
| SONATA CAPITAL GROUP INC | 44,340 | $1,142,000 | 0.69% |
| Ferris Capital, LLC | 68,295 | $1,759,000 | 0.62% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 227,558 | $5,862,000 | 0.55% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,800 | $484,000 | 0.54% |
| Guidance Point Advisors, LLC | 41,289 | $1,063,000 | 0.52% |