ISHARES TR's ticker is IBTJ and the CUSIP is 46436E825.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286 | – | 13,630 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 551,710 | $12,231,412 | 1.68% |
| Altus Wealth Group LLC | 111,713 | $2,476,677 | 1.67% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 389,647 | $8,638,482 | 0.13% |
| Stockman Wealth Management, Inc. | 19,418 | $430,498 | 0.10% |
| FLOW TRADERS U.S. LLC | 90,507 | $2,007 | 0.08% |
| Resonant Capital Advisors, LLC | 23,512 | $521,261 | 0.06% |
| Parcion Private Wealth LLC | 12,790 | $283,547 | 0.03% |
| Krilogy Financial LLC | 11,726 | $259,966 | 0.02% |
| D.A. DAVIDSON & CO. | 84,776 | $1,879,456 | 0.02% |
| First National Bank of South Miami | 1,125 | $24,941 | 0.02% |