ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,565,875 | -8.3% | 100,524 | -8.4% | 1.64% | -13.6% |
| Q2 2023 | $2,797,833 | +1.4% | 109,762 | +1.2% | 1.89% | -12.8% |
| Q1 2023 | $2,758,265 | -7.9% | 108,465 | -8.2% | 2.17% | -18.6% |
| Q4 2022 | $2,995,153 | +7.7% | 118,152 | +7.2% | 2.67% | +5.1% |
| Q3 2022 | $2,782,000 | -1.0% | 110,227 | 0.0% | 2.54% | -17.1% |
| Q2 2022 | $2,811,000 | +11.8% | 110,227 | +11.6% | 3.06% | +16.4% |
| Q1 2022 | $2,515,000 | -2.2% | 98,747 | -0.5% | 2.63% | +1.0% |
| Q4 2021 | $2,571,000 | +30.2% | 99,217 | +30.7% | 2.60% | +39.7% |
| Q3 2021 | $1,974,000 | +0.3% | 75,911 | +0.7% | 1.86% | +5.3% |
| Q2 2021 | $1,968,000 | +2.3% | 75,364 | +2.6% | 1.77% | -4.7% |
| Q1 2021 | $1,923,000 | – | 73,488 | – | 1.86% | – |
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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% |