ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $194,000 | 0.0% | 7,615 | 0.0% | 0.02% | -13.6% |
| Q1 2019 | $194,000 | +0.5% | 7,615 | 0.0% | 0.02% | -18.5% |
| Q4 2018 | $193,000 | 0.0% | 7,615 | 0.0% | 0.03% | +12.5% |
| Q3 2018 | $193,000 | +13.5% | 7,615 | +13.5% | 0.02% | 0.0% |
| Q2 2018 | $170,000 | 0.0% | 6,710 | 0.0% | 0.02% | -11.1% |
| Q1 2018 | $170,000 | +1.8% | 6,710 | +1.7% | 0.03% | 0.0% |
| Q4 2017 | $167,000 | -0.6% | 6,600 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $168,000 | +2.4% | 6,600 | +3.1% | 0.03% | -6.5% |
| Q2 2017 | $164,000 | -50.0% | 6,400 | -50.0% | 0.03% | -6.1% |
| Q1 2017 | $328,000 | +115.8% | 12,800 | +113.3% | 0.03% | -8.3% |
| Q4 2016 | $152,000 | – | 6,000 | – | 0.04% | – |
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% |