ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $22,015,000 | -3.1% | 865,350 | -3.1% | 0.06% | -7.6% |
| Q1 2019 | $22,723,000 | -8.9% | 892,824 | -9.1% | 0.07% | -18.5% |
| Q4 2018 | $24,939,000 | -1.4% | 982,422 | -1.5% | 0.08% | +11.0% |
| Q3 2018 | $25,294,000 | -0.4% | 997,800 | -0.2% | 0.07% | -6.4% |
| Q2 2018 | $25,387,000 | +74.7% | 999,847 | +74.1% | 0.08% | +73.3% |
| Q1 2018 | $14,529,000 | +34.2% | 574,250 | +34.3% | 0.04% | +36.4% |
| Q4 2017 | $10,824,000 | -1.1% | 427,481 | -0.2% | 0.03% | -5.7% |
| Q3 2017 | $10,946,000 | +36.0% | 428,177 | +35.8% | 0.04% | +29.6% |
| Q2 2017 | $8,046,000 | +27.8% | 315,304 | +27.8% | 0.03% | +22.7% |
| Q1 2017 | $6,297,000 | +71.1% | 246,684 | +69.7% | 0.02% | +69.2% |
| Q4 2016 | $3,681,000 | +342.4% | 145,339 | +347.8% | 0.01% | +333.3% |
| Q3 2016 | $832,000 | +55.5% | 32,456 | +56.3% | 0.00% | +50.0% |
| Q2 2016 | $535,000 | – | 20,763 | – | 0.00% | – |
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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% |