ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $481,000 | -28.2% | 18,898 | -28.2% | 0.07% | -34.6% |
Q1 2019 | $670,000 | +74.5% | 26,309 | +74.0% | 0.11% | +46.6% |
Q4 2018 | $384,000 | -26.2% | 15,124 | -26.2% | 0.07% | -27.0% |
Q3 2018 | $520,000 | +71.1% | 20,505 | +71.2% | 0.10% | +23.5% |
Q2 2018 | $304,000 | -7.6% | 11,975 | -8.0% | 0.08% | -37.2% |
Q1 2018 | $329,000 | -28.9% | 13,010 | -28.9% | 0.13% | -39.2% |
Q4 2017 | $463,000 | – | 18,294 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthquest Corp | 154,053 | $3,920,000 | 1.48% |
Gateway Advisory, LLC | 215,939 | $5,496,000 | 1.42% |
VALLEY NATIONAL ADVISERS INC | 176,779 | $4,499,000 | 1.29% |
New Capital Management LP | 2,986 | $332,000 | 0.94% |
Prism Advisors, Inc. | 50,290 | $1,280,000 | 0.74% |
IHT Wealth Management, LLC | 158,374 | $4,031,000 | 0.67% |
Paulson Wealth Management Inc. | 32,164 | $819,000 | 0.62% |
Guidant Wealth Advisors | 59,105 | $1,504,000 | 0.59% |
CHATHAM CAPITAL GROUP, INC. | 89,000 | $2,265,000 | 0.58% |
Fieldpoint Private Securities, LLC | 53,250 | $1,355,000 | 0.56% |