ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356 | +0.3% | 14,045 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $355 | -1.4% | 14,045 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $360 | -99.9% | 14,290 | -17.1% | 0.01% | -25.0% |
| Q4 2022 | $431,000 | -99.8% | 17,235 | +54.6% | 0.01% | +33.3% |
| Q3 2022 | $278,000,000 | +85968.1% | 11,145 | -13.4% | 0.01% | 0.0% |
| Q2 2022 | $323,000 | -16.1% | 12,870 | -15.6% | 0.01% | -14.3% |
| Q1 2022 | $385,000 | -99.9% | 15,246 | +3.2% | 0.01% | 0.0% |
| Q4 2021 | $379,000,000 | +39921.1% | 14,776 | -59.3% | 0.01% | -65.0% |
| Q2 2021 | $947,000 | +58.4% | 36,319 | +55.2% | 0.02% | -20.0% |
| Q4 2019 | $598,000 | +55.7% | 23,394 | +56.1% | 0.02% | +38.9% |
| Q3 2019 | $384,000 | – | 14,989 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 852,054 | $21,651,000 | 5.16% |
| TLWM | 350,918 | $8,926,000 | 5.14% |
| Day & Ennis, LLC | 219,679 | $5,582,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 124,336 | $3,159,000 | 2.25% |
| Aptus Capital Advisors, LLC | 594,416 | $15,066,000 | 2.12% |
| Matthew Goff Investment Advisor, LLC | 172,784 | $4,390,000 | 1.88% |
| Signature Wealth Management Group | 109,129 | $2,764,000 | 1.85% |
| Gateway Advisory, LLC | 281,461 | $7,152,000 | 1.84% |
| Sound View Wealth Advisors Group, LLC | 232,549 | $5,909,000 | 1.75% |
| Motley Fool Wealth Management, LLC | 982,245 | $24,959,000 | 1.56% |