ISHARES TR's ticker is IBTD and the CUSIP is 46436E882.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $641,642 | -27.1% | 25,852 | -27.1% | 0.00% | 0.0% |
| Q2 2023 | $879,761 | +86.2% | 35,460 | +86.2% | 0.00% | +200.0% |
| Q1 2023 | $472,432 | +19.4% | 19,042 | +18.9% | 0.00% | -66.7% |
| Q4 2022 | $395,719 | +73.6% | 16,021 | +73.7% | 0.00% | 0.0% |
| Q3 2022 | $228,000 | -28.5% | 9,221 | -26.4% | 0.00% | -40.0% |
| Q4 2021 | $319,000 | – | 12,521 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arlington Trust Co LLC | 2,735,336 | $67,891,040 | 27.87% |
| Arlington Partners LLC | 2,735,336 | $67,891,040 | 27.87% |
| Kerntke Otto McGlone Wealth Management Group | 470,100 | $11,667,888 | 12.03% |
| Campbell Wealth Management | 2,304,679 | $57,202 | 6.96% |
| Trinity Wealth Management, LLC | 384,434 | $9,541,652 | 5.92% |
| Day & Ennis, LLC | 563,026 | $13,974,313 | 5.21% |
| Michael S. Ryan, Inc. | 202,482 | $5,023,569 | 4.79% |
| Keeler Thomas Management LLC | 485,810 | $12,058,771 | 4.46% |
| MV CAPITAL MANAGEMENT, INC. | 1,034,880 | $25,685,731 | 3.43% |
| Denver PWM, LLC | 318,156 | $7,863,214 | 3.29% |