ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $407,000 | 0.0% | 16,000 | 0.0% | 0.11% | -3.6% |
| Q1 2019 | $407,000 | +0.2% | 16,000 | 0.0% | 0.11% | -9.0% |
| Q4 2018 | $406,000 | 0.0% | 16,000 | 0.0% | 0.12% | +15.1% |
| Q3 2018 | $406,000 | 0.0% | 16,000 | 0.0% | 0.11% | -5.4% |
| Q2 2018 | $406,000 | +0.2% | 16,000 | 0.0% | 0.11% | -2.6% |
| Q1 2018 | $405,000 | +99.5% | 16,000 | +100.0% | 0.12% | +2.7% |
| Q4 2017 | $203,000 | -50.4% | 8,000 | -50.0% | 0.11% | -5.1% |
| Q3 2017 | $409,000 | +100.5% | 16,000 | +100.0% | 0.12% | -4.1% |
| Q2 2017 | $204,000 | 0.0% | 8,000 | 0.0% | 0.12% | -1.6% |
| Q1 2017 | $204,000 | +0.5% | 8,000 | 0.0% | 0.12% | -2.3% |
| Q4 2016 | $203,000 | -50.5% | 8,000 | -50.0% | 0.13% | -3.0% |
| Q3 2016 | $410,000 | -0.5% | 16,000 | 0.0% | 0.13% | -4.3% |
| Q2 2016 | $412,000 | +0.2% | 16,000 | 0.0% | 0.14% | 0.0% |
| Q1 2016 | $411,000 | +0.2% | 16,000 | 0.0% | 0.14% | -1.4% |
| Q4 2015 | $410,000 | – | 16,000 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 65,855 | $1,682,000 | 0.32% |
| Roof Eidam Maycock Peralta, LLC | 10,895 | $278,000 | 0.22% |
| NewSquare Capital LLC | 27,785 | $710,000 | 0.22% |
| Trust Co | 12,231 | $312,000 | 0.20% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 17,566 | $449,000 | 0.12% |
| Mariner, LLC | 49,745 | $1,270,000 | 0.11% |
| ARS Wealth Advisors, LLC | 9,175 | $234,000 | 0.10% |
| HighTower Advisors, LLC | 156,204 | $3,989,000 | 0.06% |
| COLONY GROUP LLC | 19,080 | $487,000 | 0.05% |
| Legacy Private Trust Co. | 14,190 | $362,000 | 0.05% |