ISHARES TR's ticker is IBMG and the CUSIP is 46429B580.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $250,000 | +0.4% | 9,797 | 0.0% | 0.04% | -5.0% |
| Q2 2017 | $249,000 | 0.0% | 9,797 | 0.0% | 0.04% | -11.1% |
| Q1 2017 | $249,000 | 0.0% | 9,797 | 0.0% | 0.04% | -8.2% |
| Q4 2016 | $249,000 | +7.3% | 9,797 | +8.0% | 0.05% | +4.3% |
| Q3 2016 | $232,000 | +13.2% | 9,069 | +13.4% | 0.05% | +11.9% |
| Q2 2016 | $205,000 | 0.0% | 8,000 | 0.0% | 0.04% | -8.7% |
| Q1 2016 | $205,000 | +0.5% | 8,000 | 0.0% | 0.05% | +2.2% |
| Q4 2015 | $204,000 | -0.5% | 8,000 | 0.0% | 0.04% | -13.5% |
| Q3 2015 | $205,000 | – | 8,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12,283 | $312,000 | 0.00% |