ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,454 | +10.8% | 10,948 | +10.6% | 0.01% | +7.7% |
| Q2 2023 | $252,243 | +0.6% | 9,896 | +0.4% | 0.01% | -7.1% |
| Q1 2023 | $250,634 | +0.6% | 9,856 | +0.3% | 0.01% | -12.5% |
| Q4 2022 | $249,165 | +0.9% | 9,829 | +0.4% | 0.02% | -15.8% |
| Q3 2022 | $247,000 | -0.8% | 9,789 | +0.3% | 0.02% | -13.6% |
| Q2 2022 | $249,000 | +0.4% | 9,760 | +0.3% | 0.02% | +15.8% |
| Q1 2022 | $248,000 | -1.6% | 9,734 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $252,000 | 0.0% | 9,718 | +0.4% | 0.02% | -9.5% |
| Q3 2021 | $252,000 | – | 9,683 | – | 0.02% | – |
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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% |