ISHARES TR's ticker is IBML and the CUSIP is 46435G318.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,336 | -10.6% | 209,050 | -10.7% | 0.02% | -16.7% |
| Q2 2023 | $5,968 | -71.9% | 234,144 | -72.0% | 0.02% | -75.0% |
| Q1 2023 | $21,236 | +3.6% | 835,087 | +3.3% | 0.10% | -6.8% |
| Q4 2022 | $20,494 | -99.9% | 808,423 | +16.6% | 0.10% | -1.0% |
| Q3 2022 | $17,502,000 | +15.7% | 693,422 | +16.9% | 0.10% | +11.8% |
| Q2 2022 | $15,122,000 | +83.9% | 593,013 | +83.7% | 0.09% | +93.8% |
| Q1 2022 | $8,224,000 | +5.0% | 322,856 | +6.9% | 0.05% | 0.0% |
| Q4 2021 | $7,831,000 | +11.1% | 302,155 | +11.4% | 0.05% | -2.0% |
| Q3 2021 | $7,050,000 | +12.6% | 271,146 | +13.1% | 0.05% | +2.1% |
| Q2 2021 | $6,261,000 | +10.3% | 239,787 | +10.6% | 0.05% | -7.7% |
| Q1 2021 | $5,675,000 | +36.0% | 216,899 | +36.1% | 0.05% | 0.0% |
| Q4 2020 | $4,174,000 | +34.6% | 159,406 | +35.2% | 0.05% | +10.6% |
| Q3 2020 | $3,100,000 | +44.8% | 117,947 | +44.5% | 0.05% | +20.5% |
| Q2 2020 | $2,141,000 | +22.4% | 81,597 | +19.7% | 0.04% | +2.6% |
| Q1 2020 | $1,749,000 | +10.3% | 68,174 | +11.0% | 0.04% | +18.8% |
| Q4 2019 | $1,586,000 | +54.9% | 61,429 | +54.5% | 0.03% | +33.3% |
| Q3 2019 | $1,024,000 | +345.2% | 39,770 | +344.1% | 0.02% | +300.0% |
| Q2 2019 | $230,000 | – | 8,956 | – | 0.01% | – |
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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% |