ISHARES's ticker is IBME and the CUSIP is 464289313.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $521,000 | +7.2% | 19,657 | +7.2% | 0.01% | +37.5% |
| Q3 2015 | $486,000 | -52.8% | 18,337 | -52.7% | 0.01% | -55.6% |
| Q2 2015 | $1,030,000 | +153.1% | 38,772 | +408.2% | 0.02% | +125.0% |
| Q1 2015 | $407,000 | +24.5% | 7,629 | +24.9% | 0.01% | +33.3% |
| Q3 2014 | $327,000 | -30.0% | 6,110 | -29.9% | 0.01% | +20.0% |
| Q4 2013 | $467,000 | – | 8,710 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 65,059 | $3,468,000 | 1.15% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 34,198 | $1,824,000 | 0.52% |
| Vigilant Capital Management, LLC | 41,488 | $2,211,000 | 0.44% |
| Legacy Private Trust Co. | 45,140 | $2,406,000 | 0.35% |
| Roof Eidam Maycock Peralta, LLC | 5,200 | $277,000 | 0.23% |
| Winfield Associates, Inc. | 4,993 | $266,000 | 0.20% |
| Pinnacle Advisory Group, Inc. | 38,960 | $2,076,000 | 0.19% |
| Mariner, LLC | 26,583 | $1,417,000 | 0.13% |
| Capital Advisors, Ltd. LLC | 3,958 | $211,000 | 0.12% |
| Genesis Wealth Advisors, LLC | 2,448 | $130,575,000 | 0.10% |