ISHARES TR's ticker is IBMI and the CUSIP is 46434V571.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $822,000 | -79.1% | 32,251 | -20.0% | 0.28% | -89.0% |
| Q1 2020 | $3,925,000 | +281.4% | 40,321 | 0.0% | 2.55% | +566.8% |
| Q4 2019 | $1,029,000 | -3.9% | 40,321 | -3.9% | 0.38% | -11.1% |
| Q3 2019 | $1,071,000 | -0.1% | 41,966 | 0.0% | 0.43% | -2.7% |
| Q2 2019 | $1,072,000 | +0.2% | 41,966 | 0.0% | 0.44% | -0.4% |
| Q1 2019 | $1,070,000 | +2.8% | 41,966 | +2.3% | 0.44% | -7.3% |
| Q4 2018 | $1,041,000 | – | 41,023 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LifeSteps Financial, Inc. | 67,582 | $1,725,000 | 1.63% |
| Gateway Advisory, LLC | 233,885 | $5,969,000 | 1.47% |
| Wealthquest Corp | 159,118 | $4,060,000 | 1.16% |
| Fusion Family Wealth LLC | 194,809 | $4,972,000 | 1.14% |
| Paulson Wealth Management Inc. | 60,488 | $1,545,000 | 1.09% |
| SENTINEL PENSION ADVISORS INC | 53,698 | $1,370,000 | 0.89% |
| Single Point Partners, LLC | 41,166 | $1,051,000 | 0.64% |
| ALTERNA WEALTH MANAGEMENT, INC | 18,974 | $484,000 | 0.54% |
| Royal Harbor Partners, LLC | 21,477 | $548,000 | 0.53% |
| Ferris Capital, LLC | 56,269 | $1,436,000 | 0.50% |