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 ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 668,282 | $16,553,000 | 15.16% |
| IFG Advisory, LLC | 1,355,716 | $33,581,000 | 3.05% |
| STUDIO INVESTMENT MANAGEMENT LLC | 311,040 | $7,704,461,000 | 2.77% |
| Reliant Wealth Planning | 259,709 | $6,432,000 | 2.73% |
| Richard P Slaughter Associates Inc | 254,059 | $6,293,000 | 2.63% |
| Campbell Wealth Management | 573,542 | $14,207,000 | 2.05% |
| SUMMITRY LLC | 1,086,953 | $26,924,000 | 2.03% |
| Safeguard Financial, LLC | 78,270 | $1,939,000 | 1.80% |
| OLD SECOND NATIONAL BANK OF AURORA | 216,064 | $5,352,000 | 1.65% |
| Royal Harbor Partners, LLC | 90,477 | $2,241,000 | 1.53% |