ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $105,000 | -31.8% | 4,130 | -32.1% | 0.01% | 0.0% |
| Q3 2018 | $154,000 | +57.1% | 6,083 | +57.7% | 0.01% | +50.0% |
| Q2 2018 | $98,000 | -34.2% | 3,858 | -34.0% | 0.00% | -42.9% |
| Q1 2018 | $149,000 | 0.0% | 5,843 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $149,000 | -1.3% | 5,843 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $151,000 | +20.8% | 5,843 | +20.1% | 0.01% | +20.0% |
| Q2 2017 | $125,000 | 0.0% | 4,864 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $125,000 | +34.4% | 4,864 | +31.5% | 0.01% | +25.0% |
| Q4 2016 | $93,000 | -3.1% | 3,698 | 0.0% | 0.00% | -20.0% |
| Q3 2016 | $96,000 | +15.7% | 3,698 | +16.4% | 0.01% | 0.0% |
| Q2 2016 | $83,000 | – | 3,176 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthquest Corp | 159,008 | $4,080,000 | 1.54% |
| Gateway Advisory, LLC | 215,378 | $5,527,000 | 1.43% |
| Paulson Wealth Management Inc. | 48,938 | $1,256,000 | 0.95% |
| Fieldpoint Private Securities, LLC | 61,700 | $1,583,000 | 0.66% |
| Guidance Point Advisors, LLC | 41,138 | $1,055,000 | 0.62% |
| Ferris Capital, LLC | 65,074 | $1,670,000 | 0.61% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 190,467 | $4,887,000 | 0.55% |
| Guidant Wealth Advisors | 52,954 | $1,359,000 | 0.53% |
| Roof Eidam Maycock Peralta, LLC | 45,860 | $1,177,000 | 0.46% |
| Legacy Private Trust Co. | 142,260 | $3,650,000 | 0.43% |