ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $113,000 | -67.9% | 4,548 | -67.9% | 0.00% | -75.0% |
| Q2 2017 | $352,000 | -4.9% | 14,153 | -4.9% | 0.00% | -20.0% |
| Q1 2017 | $370,000 | +162.4% | 14,883 | +163.0% | 0.01% | +150.0% |
| Q4 2016 | $141,000 | 0.0% | 5,660 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $141,000 | +1075.0% | 5,660 | +1071.8% | 0.00% | – |
| Q2 2016 | $12,000 | 0.0% | 483 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | – | 483 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | 184,789 | $4,592,000 | 1.36% |
| Patriot Financial Group Insurance Agency, LLC | 23,182 | $576,000 | 0.60% |
| Lenox Wealth Management, Inc. | 49,190 | $1,222,000 | 0.50% |
| RITHOLTZ WEALTH MANAGEMENT | 33,058 | $822,000 | 0.34% |
| VICUS CAPITAL | 60,835 | $1,512,000 | 0.31% |
| Sowell Financial Services LLC | 38,704 | $961,000 | 0.27% |
| Wolf Group Capital Advisors | 12,350 | $307,000 | 0.24% |
| TELEMUS CAPITAL, LLC | 86,562 | $2,151,000 | 0.22% |
| Private Advisor Group, LLC | 172,790 | $4,292,000 | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 503,632 | $12,515,000 | 0.11% |