ISHARES TR's ticker is IBTD and the CUSIP is 46436E882.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,575 | – | 14,165 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Partners LLC | 12,232,086 | $303,478,054 | 46.82% |
| Cassia Capital Partners, LLC | 671,668 | $16,664,073 | 13.14% |
| Kerntke Otto McGlone Wealth Management Group | 461,214 | $11,443,000 | 11.20% |
| Campbell Wealth Management | 4,638,438 | $115,080 | 10.36% |
| American Planning Services, Inc. | 532,188 | $13,203,584 | 8.65% |
| Trinity Wealth Management, LLC | 381,197 | $9,457,499 | 5.78% |
| Day & Ennis, LLC | 563,229 | $13,973,724 | 5.31% |
| Keeler Thomas Management LLC | 463,577 | $11,757,457 | 4.75% |
| Michael S. Ryan, Inc. | 200,470 | $4,955,617 | 4.58% |
| MV CAPITAL MANAGEMENT, INC. | 1,116,746 | $27,706,470 | 3.68% |