ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $258,849 | +0.1% | 10,141 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $258,494 | -10.2% | 10,141 | -10.4% | 0.00% | 0.0% |
| Q1 2023 | $287,717 | -14.9% | 11,316 | -15.1% | 0.00% | -25.0% |
| Q4 2022 | $337,916 | -44.5% | 13,330 | -44.8% | 0.00% | -50.0% |
| Q3 2022 | $609,000 | -1.0% | 24,135 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $615,000 | +43.0% | 24,135 | +42.9% | 0.01% | +60.0% |
| Q1 2022 | $430,000 | -1.8% | 16,891 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $438,000 | -0.2% | 16,891 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $439,000 | +13.1% | 16,891 | +13.5% | 0.01% | 0.0% |
| Q2 2021 | $388,000 | -39.8% | 14,877 | -39.5% | 0.01% | -37.5% |
| Q1 2021 | $644,000 | 0.0% | 24,603 | 0.0% | 0.01% | -20.0% |
| Q4 2020 | $644,000 | +62.6% | 24,603 | +63.3% | 0.01% | +42.9% |
| Q3 2020 | $396,000 | +23.8% | 15,069 | +23.4% | 0.01% | +16.7% |
| Q2 2020 | $320,000 | +2.2% | 12,209 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $313,000 | -0.6% | 12,209 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $315,000 | +2323.1% | 12,209 | +2225.5% | 0.01% | – |
| Q2 2017 | $13,000 | – | 525 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 126,548 | $3,326,000 | 1.47% |
| Gateway Advisory, LLC | 191,477 | $5,032,000 | 1.18% |
| SONATA CAPITAL GROUP INC | 61,706 | $1,622,000 | 0.95% |
| SENTINEL PENSION ADVISORS INC | 91,235 | $2,398,000 | 0.93% |
| Paulson Wealth Management Inc. | 42,328 | $1,112,000 | 0.72% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 288,951 | $7,594,000 | 0.66% |
| ALTERNA WEALTH MANAGEMENT, INC | 14,168 | $372,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 94,988 | $2,496,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,096,000 | 0.43% |
| Peloton Wealth Strategists | 28,200 | $741,000 | 0.42% |