ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,451,173 | +1.2% | 56,853 | +1.0% | 1.07% | +4.8% |
| Q2 2023 | $1,434,220 | +2.6% | 56,266 | +2.4% | 1.02% | +11.1% |
| Q1 2023 | $1,397,735 | -7.4% | 54,964 | -7.7% | 0.92% | -5.4% |
| Q4 2022 | $1,510,100 | +62.9% | 59,570 | +62.2% | 0.97% | +53.7% |
| Q3 2022 | $927,000 | -1.0% | 36,720 | 0.0% | 0.63% | -68.7% |
| Q2 2022 | $936,000 | – | 36,720 | – | 2.01% | – |
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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% |