ISHARES's ticker is IBMF and the CUSIP is 464289271.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $218,000 | 0.0% | 8,000 | 0.0% | 0.04% | -10.3% |
| Q1 2017 | $218,000 | 0.0% | 8,000 | 0.0% | 0.04% | -9.3% |
| Q4 2016 | $218,000 | 0.0% | 8,000 | 0.0% | 0.04% | -2.3% |
| Q3 2016 | $218,000 | -0.5% | 8,000 | 0.0% | 0.04% | -2.2% |
| Q2 2016 | $219,000 | 0.0% | 8,000 | 0.0% | 0.04% | -8.2% |
| Q1 2016 | $219,000 | 0.0% | 8,000 | 0.0% | 0.05% | +2.1% |
| Q4 2015 | $219,000 | -0.5% | 8,000 | 0.0% | 0.05% | -14.3% |
| Q3 2015 | $220,000 | 0.0% | 8,000 | 0.0% | 0.06% | +7.7% |
| Q2 2015 | $220,000 | – | 8,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 307,658 | $8,402,000 | 1.49% |
| Trust Co | 72,128 | $1,970,000 | 0.86% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 65,466 | $1,785,000 | 0.48% |
| Asset Dedication, LLC | 21,621 | $589,000 | 0.37% |
| Roof Eidam Maycock Peralta, LLC | 28,120 | $768,000 | 0.36% |
| 1834 INVESTMENT ADVISORS CO | 26,862 | $734,000 | 0.16% |
| Legacy Private Trust Co. | 38,990 | $1,065,000 | 0.14% |
| Winfield Associates, Inc. | 8,376 | $229,000 | 0.14% |
| Carnegie Capital Asset Management, LLC | 33,134 | $904,000 | 0.13% |
| ARS Wealth Advisors, LLC | 8,530 | $233,000 | 0.10% |