ISHARES TR's ticker is IBMK and the CUSIP is 46435G755.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $51,800,000 | -0.0% | 2,000 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $51,820,000 | 0.0% | 2,000 | 0.0% | 0.02% | +16.7% |
| Q1 2022 | $51,820,000 | -0.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $52,120,000 | -0.5% | 2,000 | 0.0% | 0.02% | -10.0% |
| Q3 2021 | $52,360,000 | -0.3% | 2,000 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $52,520,000 | -0.3% | 2,000 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $52,670,000 | -0.1% | 2,000 | 0.0% | 0.02% | -12.0% |
| Q4 2020 | $52,720,000 | -0.5% | 2,000 | 0.0% | 0.02% | -10.7% |
| Q3 2020 | $53,000,000 | +0.3% | 2,000 | 0.0% | 0.03% | -6.7% |
| Q2 2020 | $52,840,000 | +101515.4% | 2,000 | 0.0% | 0.03% | -14.3% |
| Q1 2020 | $52,000 | 0.0% | 2,000 | 0.0% | 0.04% | +29.6% |
| Q4 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.03% | -12.9% |
| Q3 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.03% | -6.1% |
| Q2 2019 | $52,000 | 0.0% | 2,000 | 0.0% | 0.03% | -5.7% |
| Q1 2019 | $52,000 | +2.0% | 2,000 | 0.0% | 0.04% | -22.2% |
| Q4 2018 | $51,000 | – | 2,000 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 89,990 | $2,345,000 | 2.38% |
| Gateway Advisory, LLC | 329,139 | $8,577,000 | 1.83% |
| SONATA CAPITAL GROUP INC | 109,698 | $2,859,000 | 1.20% |
| Praetorian Wealth Management, Inc. | 97,914 | $2,551,000 | 0.83% |
| SENTINEL PENSION ADVISORS INC | 98,917 | $2,578,000 | 0.81% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 434,342 | $11,319,000 | 0.75% |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 13,058 | $340,000 | 0.58% |
| Paradiem, LLC | 62,819 | $1,634,000 | 0.53% |
| Stonebridge Capital Advisors LLC | 174,829 | $4,556,000 | 0.50% |
| First Affirmative Financial Network | 19,364 | $505,000 | 0.46% |