ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,937 | -2.1% | 13,357 | -2.3% | 0.11% | +1.9% |
| Q2 2023 | $348,372 | -12.3% | 13,667 | -12.5% | 0.11% | -12.3% |
| Q1 2023 | $397,039 | +99909.8% | 15,613 | -0.2% | 0.12% | -3.9% |
| Q4 2022 | $397 | -99.9% | 15,647 | +22.5% | 0.13% | +16.5% |
| Q3 2022 | $322,000 | -0.3% | 12,775 | +1.0% | 0.11% | +7.9% |
| Q2 2022 | $323,000 | -1.8% | 12,649 | -1.9% | 0.10% | +14.8% |
| Q1 2022 | $329,000 | -3.2% | 12,900 | -1.7% | 0.09% | +3.5% |
| Q4 2021 | $340,000 | -0.3% | 13,127 | 0.0% | 0.08% | -4.5% |
| Q3 2021 | $341,000 | -1.4% | 13,127 | -1.1% | 0.09% | 0.0% |
| Q2 2021 | $346,000 | -1.1% | 13,268 | -0.7% | 0.09% | -8.2% |
| Q1 2021 | $350,000 | -1.4% | 13,365 | -1.3% | 0.10% | -6.7% |
| Q4 2020 | $355,000 | -29.0% | 13,545 | -28.8% | 0.10% | -38.1% |
| Q3 2020 | $500,000 | 0.0% | 19,035 | -0.1% | 0.17% | -9.7% |
| Q2 2020 | $500,000 | +28.5% | 19,048 | +25.6% | 0.19% | +7.5% |
| Q1 2020 | $389,000 | -26.0% | 15,165 | -25.6% | 0.17% | +4.8% |
| Q4 2019 | $526,000 | -5.9% | 20,382 | -6.1% | 0.16% | -10.3% |
| Q3 2019 | $559,000 | -2.4% | 21,713 | -2.5% | 0.18% | -0.5% |
| Q2 2019 | $573,000 | 0.0% | 22,277 | -1.0% | 0.18% | -2.1% |
| Q1 2019 | $573,000 | -3.9% | 22,509 | -5.2% | 0.19% | -10.4% |
| Q4 2018 | $596,000 | +7.2% | 23,734 | +6.0% | 0.21% | +19.2% |
| Q3 2018 | $556,000 | -0.4% | 22,384 | 0.0% | 0.18% | -5.3% |
| Q2 2018 | $558,000 | – | 22,384 | – | 0.19% | – |
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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% |