ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465 | +0.2% | 18,200 | 0.0% | 0.21% | +4.4% |
| Q2 2023 | $464 | +0.2% | 18,200 | 0.0% | 0.20% | -2.8% |
| Q1 2023 | $463 | +0.4% | 18,200 | 0.0% | 0.21% | -5.0% |
| Q4 2022 | $461 | -99.9% | 18,200 | -18.0% | 0.22% | -23.7% |
| Q3 2022 | $560,000 | -1.1% | 22,200 | 0.0% | 0.29% | +5.4% |
| Q2 2022 | $566,000 | -11.8% | 22,200 | -11.9% | 0.28% | +3.0% |
| Q1 2022 | $642,000 | -1.7% | 25,200 | 0.0% | 0.27% | +2.3% |
| Q4 2021 | $653,000 | -0.3% | 25,200 | 0.0% | 0.26% | -2.2% |
| Q3 2021 | $655,000 | -0.5% | 25,200 | 0.0% | 0.27% | -1.5% |
| Q2 2021 | $658,000 | -10.8% | 25,200 | -10.6% | 0.27% | -21.6% |
| Q1 2021 | $738,000 | 0.0% | 28,200 | 0.0% | 0.35% | -5.2% |
| Q4 2020 | $738,000 | -0.4% | 28,200 | 0.0% | 0.37% | -11.8% |
| Q3 2020 | $741,000 | +57.0% | 28,200 | +56.7% | 0.42% | +39.7% |
| Q2 2020 | $472,000 | +8.3% | 18,000 | +5.9% | 0.30% | -16.3% |
| Q1 2020 | $436,000 | -0.7% | 17,000 | 0.0% | 0.36% | +33.5% |
| Q4 2019 | $439,000 | +0.2% | 17,000 | 0.0% | 0.27% | -5.0% |
| Q3 2019 | $438,000 | – | 17,000 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Praetorian Wealth Management, Inc. | 119,102 | $3,125,000 | 1.53% |
| Gateway Advisory, LLC | 188,420 | $4,943,000 | 1.45% |
| SENTINEL PENSION ADVISORS INC | 76,710 | $2,012,000 | 0.84% |
| SONATA CAPITAL GROUP INC | 50,231 | $1,318,000 | 0.84% |
| Paulson Wealth Management Inc. | 41,884 | $1,099,000 | 0.77% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 255,185 | $6,695,000 | 0.65% |
| Guidance Point Advisors, LLC | 32,735 | $858,000 | 0.48% |
| Stonebridge Capital Advisors LLC | 91,794 | $2,408,000 | 0.45% |
| Roof Eidam Maycock Peralta, LLC | 41,705 | $1,094,000 | 0.42% |
| TLWM | 26,720 | $701,000 | 0.41% |