ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $227,000 | -0.4% | 9,101 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $228,000 | +0.4% | 9,101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $227,000 | +0.9% | 9,101 | 0.0% | 0.01% | +10.0% |
| Q1 2019 | $225,000 | +1.4% | 9,101 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $222,000 | 0.0% | 9,101 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $222,000 | -0.4% | 9,101 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $223,000 | 0.0% | 9,101 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $223,000 | – | 9,101 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BerganKDV Wealth Management, LLC | 1,306,429 | $32,543,000 | 4.58% |
| AlphaMark Advisors, LLC | 478,299 | $11,914,000 | 4.56% |
| Matthew Goff Investment Advisor, LLC | 536,942 | $13,375,000 | 3.98% |
| Trust Co of Kansas | 291,632 | $7,265,000 | 3.80% |
| Cottage Street Advisors LLC | 159,583 | $3,975,000 | 3.72% |
| Aptus Capital Advisors, LLC | 2,724,066 | $67,856,000 | 3.11% |
| MV CAPITAL MANAGEMENT, INC. | 640,327 | $15,951,000 | 3.02% |
| Cribstone Capital Management, LLC | 155,634 | $3,877,000 | 2.66% |
| RVW Wealth, LLC | 693,386 | $17,000,000 | 2.49% |
| Day & Ennis, LLC | 237,980 | $5,928,000 | 2.36% |