ISHARES TR's ticker is IBMH and the CUSIP is 46429B564.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $291,000 | – | 11,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trust Co | 98,686 | $2,531,000 | 1.11% |
| Vigilant Capital Management, LLC | 199,439 | $5,116,000 | 0.91% |
| Guidant Wealth Advisors | 52,599 | $1,349,000 | 0.83% |
| Asset Dedication, LLC | 30,733 | $787,000 | 0.50% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 69,333 | $1,773,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 30,090 | $772,000 | 0.36% |
| LINCOLN NATIONAL CORP | 129,606 | $3,324,000 | 0.19% |
| Carnegie Capital Asset Management, LLC | 42,468 | $1,086,000 | 0.16% |
| Family Firm, Inc. | 11,463 | $294,000 | 0.14% |
| Curbstone Financial Management Corp | 16,000 | $410,000 | 0.13% |