ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,174 | -42.6% | 14,189 | -42.7% | 0.07% | -40.0% |
| Q2 2023 | $630,961 | +77.7% | 24,763 | +77.3% | 0.12% | +62.2% |
| Q1 2023 | $354,990 | -1.1% | 13,965 | -1.4% | 0.07% | -10.8% |
| Q4 2022 | $359,108 | +27.3% | 14,166 | +26.8% | 0.08% | +13.7% |
| Q3 2022 | $282,000 | -11.0% | 11,169 | -10.1% | 0.07% | -8.8% |
| Q2 2022 | $317,000 | +0.3% | 12,422 | 0.0% | 0.08% | +14.3% |
| Q1 2022 | $316,000 | +21.5% | 12,422 | +23.8% | 0.07% | +18.6% |
| Q4 2021 | $260,000 | +0.8% | 10,037 | +1.1% | 0.06% | -3.3% |
| Q3 2021 | $258,000 | -0.4% | 9,929 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $259,000 | +16.1% | 9,929 | +16.6% | 0.06% | +27.5% |
| Q4 2020 | $223,000 | +4.7% | 8,515 | +5.0% | 0.05% | -10.5% |
| Q3 2020 | $213,000 | -6.6% | 8,107 | -6.7% | 0.06% | -16.2% |
| Q2 2020 | $228,000 | – | 8,685 | – | 0.07% | – |
Download | ||||||
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% |