ISHARES's ticker is IBMD and the CUSIP is 464289339.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $262,000 | 0.0% | 5,000 | 0.0% | 0.06% | +6.9% |
| Q1 2015 | $262,000 | -0.8% | 5,000 | 0.0% | 0.06% | -12.1% |
| Q4 2014 | $264,000 | 0.0% | 5,000 | 0.0% | 0.07% | -7.0% |
| Q3 2014 | $264,000 | -0.4% | 5,000 | 0.0% | 0.07% | -1.4% |
| Q2 2014 | $265,000 | 0.0% | 5,000 | 0.0% | 0.07% | -14.3% |
| Q1 2014 | $265,000 | -0.4% | 5,000 | 0.0% | 0.08% | -5.6% |
| Q4 2013 | $266,000 | 0.0% | 5,000 | 0.0% | 0.09% | -11.9% |
| Q3 2013 | $266,000 | – | 5,000 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Private Trust Co. | 117,410 | $6,228,000 | 0.49% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 20,603 | $1,090,000 | 0.32% |
| Capital Advisors, Ltd. LLC | 9,086 | $482,000 | 0.27% |
| Alerus Investment Advisors Corp | 14,006 | $743,000 | 0.13% |
| COURIER CAPITAL LLC | 11,440 | $607,000 | 0.12% |
| Autus Asset Management, LLC | 6,500 | $345,000 | 0.12% |
| Winfield Associates, Inc. | 2,295 | $121,000 | 0.09% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,447 | $289,000 | 0.07% |
| Prospera Financial Services Inc | 5,000 | $265,000 | 0.07% |
| LINCOLN NATIONAL CORP | 11,499 | $610,000 | 0.06% |