ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,042 | +0.7% | 4,115 | +0.5% | 0.01% | 0.0% |
| Q2 2023 | $104,344 | +0.6% | 4,094 | +0.4% | 0.01% | -10.0% |
| Q1 2023 | $103,679 | +0.6% | 4,077 | +0.3% | 0.01% | -9.1% |
| Q4 2022 | $103,070 | +1.0% | 4,066 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $102,000 | -1.0% | 4,049 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $103,000 | -8.0% | 4,037 | -7.9% | 0.01% | 0.0% |
| Q1 2022 | $112,000 | -0.9% | 4,385 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $113,000 | -0.9% | 4,362 | +0.3% | 0.01% | -8.3% |
| Q2 2021 | $114,000 | 0.0% | 4,350 | +0.3% | 0.01% | -7.7% |
| Q1 2021 | $114,000 | +0.9% | 4,338 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $113,000 | 0.0% | 4,329 | +0.4% | 0.01% | -13.3% |
| Q3 2020 | $113,000 | 0.0% | 4,311 | +0.1% | 0.02% | -6.2% |
| Q2 2020 | $113,000 | +2.7% | 4,305 | +0.0% | 0.02% | -11.1% |
| Q1 2020 | $110,000 | -0.9% | 4,304 | +0.0% | 0.02% | +5.9% |
| Q4 2019 | $111,000 | -82.3% | 4,303 | -82.3% | 0.02% | -83.3% |
| Q3 2019 | $626,000 | +0.5% | 24,308 | +0.3% | 0.10% | -1.0% |
| Q2 2019 | $623,000 | +1.3% | 24,225 | +0.4% | 0.10% | -2.8% |
| Q1 2019 | $615,000 | +1.7% | 24,136 | +0.3% | 0.11% | -8.6% |
| Q4 2018 | $605,000 | +1.7% | 24,075 | +0.5% | 0.12% | +11.5% |
| Q3 2018 | $595,000 | +9.0% | 23,960 | +9.5% | 0.10% | -1.0% |
| Q2 2018 | $546,000 | – | 21,880 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LifeSteps Financial, Inc. | 61,152 | $1,569,000 | 1.81% |
| Gateway Advisory, LLC | 208,783 | $5,355,000 | 1.80% |
| SENTINEL PENSION ADVISORS INC | 73,592 | $1,888,000 | 0.92% |
| Paulson Wealth Management Inc. | 42,056 | $1,087,000 | 0.83% |
| SONATA CAPITAL GROUP INC | 30,606 | $785,000 | 0.59% |
| Guidance Point Advisors, LLC | 32,655 | $837,000 | 0.54% |
| Stonebridge Capital Advisors LLC | 89,515 | $2,296,000 | 0.48% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 157,020 | $4,028,000 | 0.47% |
| Roof Eidam Maycock Peralta, LLC | 40,905 | $1,049,000 | 0.44% |
| TLWM | 26,720 | $685,000 | 0.40% |