ISHARES TR's ticker is IBMG and the CUSIP is 46429B580.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $1,469,000 | -6.8% | 57,808 | -6.9% | 0.05% | -6.9% |
| Q1 2018 | $1,577,000 | -59.3% | 62,104 | -59.3% | 0.06% | -50.8% |
| Q4 2017 | $3,870,000 | +37.9% | 152,442 | +38.4% | 0.12% | 0.0% |
| Q3 2017 | $2,807,000 | -1.2% | 110,118 | -1.3% | 0.12% | -11.3% |
| Q2 2017 | $2,841,000 | -7.8% | 111,535 | -7.9% | 0.13% | -16.4% |
| Q1 2017 | $3,081,000 | -2.8% | 121,118 | -2.9% | 0.16% | -8.6% |
| Q4 2016 | $3,169,000 | +5.8% | 124,763 | +6.4% | 0.17% | +3.0% |
| Q3 2016 | $2,995,000 | -20.7% | 117,260 | -20.4% | 0.17% | -24.2% |
| Q2 2016 | $3,777,000 | +36.9% | 147,249 | +36.7% | 0.22% | +14.9% |
| Q1 2016 | $2,759,000 | +19.5% | 107,743 | +19.4% | 0.19% | +7.8% |
| Q4 2015 | $2,308,000 | +67.1% | 90,261 | +67.6% | 0.18% | +69.8% |
| Q3 2015 | $1,381,000 | -3.3% | 53,842 | -3.4% | 0.11% | 0.0% |
| Q2 2015 | $1,428,000 | +87.2% | 55,760 | +86.1% | 0.11% | +71.0% |
| Q1 2015 | $763,000 | +194.6% | 29,962 | +196.0% | 0.06% | +169.6% |
| Q4 2014 | $259,000 | – | 10,123 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IFP Advisors, Inc | 0 | $0 | 0.00% |