ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,723,135 | +888.2% | 106,685 | +886.8% | 0.40% | +837.2% |
| Q2 2023 | $275,577 | +26.7% | 10,811 | +26.4% | 0.04% | +19.4% |
| Q1 2023 | $217,516 | -49.7% | 8,554 | -49.9% | 0.04% | -2.7% |
| Q4 2022 | $432,738 | +102.2% | 17,060 | +100.8% | 0.04% | -14.0% |
| Q3 2022 | $214,000 | -0.9% | 8,496 | +0.3% | 0.04% | +7.5% |
| Q2 2022 | $216,000 | +0.5% | 8,470 | +0.3% | 0.04% | +8.1% |
| Q1 2022 | $215,000 | -1.8% | 8,448 | +0.2% | 0.04% | -2.6% |
| Q4 2021 | $219,000 | +0.5% | 8,434 | +0.4% | 0.04% | -5.0% |
| Q3 2021 | $218,000 | -0.5% | 8,403 | +0.3% | 0.04% | -4.8% |
| Q2 2021 | $219,000 | 0.0% | 8,381 | +0.3% | 0.04% | -2.3% |
| Q1 2021 | $219,000 | +0.5% | 8,358 | +0.2% | 0.04% | -8.5% |
| Q4 2020 | $218,000 | 0.0% | 8,340 | +0.4% | 0.05% | -13.0% |
| Q3 2020 | $218,000 | +0.5% | 8,305 | +0.4% | 0.05% | -14.3% |
| Q2 2020 | $217,000 | +2.8% | 8,275 | +0.4% | 0.06% | -18.2% |
| Q1 2020 | $211,000 | -0.5% | 8,243 | +0.3% | 0.08% | +1.3% |
| Q4 2019 | $212,000 | – | 8,222 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Virginia National Bank | 27,385 | $696,400 | 2.45% |
| Paradigm, Strategies in Wealth Management, LLC | 108,465 | $2,758,265 | 2.17% |
| SONATA CAPITAL GROUP INC | 120,715 | $3,070 | 1.66% |
| Praetorian Wealth Management, Inc. | 187,278 | $4,762,479 | 1.55% |
| Waterford Advisors, LLC | 101,520 | $2,582 | 1.40% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 105,499 | $2,683 | 1.21% |
| Covington Investment Advisors Inc. | 183,721 | $4,672 | 1.05% |
| Newman Dignan & Sheerar, Inc. | 123,699 | $3,145,661 | 1.01% |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 54,964 | $1,397,735 | 0.92% |
| SENTINEL PENSION ADVISORS INC | 125,522 | $3,190,771 | 0.81% |