ISHARES's ticker is IBME and the CUSIP is 464289313.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,180,000 | +6.4% | 44,571 | +6.3% | 0.07% | -10.3% |
| Q1 2016 | $1,109,000 | -16.8% | 41,917 | -16.7% | 0.08% | -25.0% |
| Q4 2015 | $1,333,000 | +5.8% | 50,316 | +5.9% | 0.10% | +7.2% |
| Q3 2015 | $1,260,000 | -7.6% | 47,520 | -7.3% | 0.10% | -4.0% |
| Q2 2015 | $1,364,000 | +4.9% | 51,274 | +110.3% | 0.10% | -3.8% |
| Q1 2015 | $1,300,000 | +58.0% | 24,378 | +57.9% | 0.10% | +45.8% |
| Q4 2014 | $823,000 | +16.9% | 15,443 | +17.3% | 0.07% | +7.5% |
| Q3 2014 | $704,000 | +15.4% | 13,168 | +15.6% | 0.07% | +6.3% |
| Q2 2014 | $610,000 | – | 11,390 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilant Capital Management, LLC | 170,802 | $4,529,000 | 0.92% |
| Trust Co | 66,569 | $1,765,157,000 | 0.82% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 68,433 | $1,814,000 | 0.55% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 111,739 | $2,963,000 | 0.51% |
| PEOPLES BANK /OH | 18,702 | $496,000 | 0.29% |
| Legacy Private Trust Co. | 66,679 | $1,768,000 | 0.27% |
| Asset Dedication, LLC | 14,544 | $386,000 | 0.25% |
| Cribstone Capital Management, LLC | 11,088 | $294,000 | 0.24% |
| Roof Eidam Maycock Peralta, LLC | 9,600 | $255,000 | 0.20% |
| 1834 INVESTMENT ADVISORS CO | 28,980 | $768,000 | 0.18% |