ISHARES TR's ticker is IBMK and the CUSIP is 46435G755.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $329,000 | +0.3% | 12,880 | 0.0% | 0.16% | -5.5% |
| Q1 2018 | $328,000 | -2.4% | 12,880 | 0.0% | 0.16% | -20.8% |
| Q4 2017 | $336,000 | 0.0% | 12,880 | 0.0% | 0.21% | -2.8% |
| Q3 2017 | $336,000 | +0.3% | 12,880 | 0.0% | 0.21% | +0.5% |
| Q2 2017 | $335,000 | +0.9% | 12,880 | 0.0% | 0.21% | +6.5% |
| Q1 2017 | $332,000 | 0.0% | 12,880 | -1.7% | 0.20% | -24.3% |
| Q4 2016 | $332,000 | – | 13,100 | – | 0.26% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 89,990 | $2,345,000 | 2.38% |
| Gateway Advisory, LLC | 329,139 | $8,577,000 | 1.83% |
| SONATA CAPITAL GROUP INC | 109,698 | $2,859,000 | 1.20% |
| Praetorian Wealth Management, Inc. | 97,914 | $2,551,000 | 0.83% |
| SENTINEL PENSION ADVISORS INC | 98,917 | $2,578,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 434,342 | $11,319,000 | 0.75% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 13,058 | $340,000 | 0.58% |
| Paradiem, LLC | 62,819 | $1,634,000 | 0.53% |
| Stonebridge Capital Advisors LLC | 174,829 | $4,556,000 | 0.50% |
| First Affirmative Financial Network | 19,364 | $505,000 | 0.46% |