ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,457 | +3.4% | 57,460 | +3.1% | 0.31% | +6.9% |
Q2 2023 | $1,409 | +2.1% | 55,720 | +1.7% | 0.29% | -6.5% |
Q1 2023 | $1,380 | +64.9% | 54,780 | +63.9% | 0.31% | +55.0% |
Q4 2022 | $837 | -99.9% | 33,430 | +43.6% | 0.20% | +32.5% |
Q3 2022 | $581,000 | +4.1% | 23,285 | +4.8% | 0.15% | +7.1% |
Q2 2022 | $558,000 | -0.7% | 22,225 | 0.0% | 0.14% | +19.5% |
Q1 2022 | $562,000 | +2.6% | 22,225 | +4.1% | 0.12% | +5.4% |
Q4 2021 | $548,000 | -1.1% | 21,350 | +0.2% | 0.11% | -5.9% |
Q3 2021 | $554,000 | +1.1% | 21,300 | +1.4% | 0.12% | -0.8% |
Q2 2021 | $548,000 | +2.2% | 21,000 | +2.3% | 0.12% | -7.0% |
Q1 2021 | $536,000 | +5.7% | 20,522 | +6.4% | 0.13% | -1.5% |
Q4 2020 | $507,000 | +5.8% | 19,292 | +5.6% | 0.13% | -4.4% |
Q3 2020 | $479,000 | -0.8% | 18,277 | -0.8% | 0.14% | -7.4% |
Q2 2020 | $483,000 | +4.8% | 18,422 | 0.0% | 0.15% | -15.4% |
Q1 2020 | $461,000 | -2.1% | 18,422 | 0.0% | 0.18% | +20.7% |
Q4 2019 | $471,000 | +0.6% | 18,422 | +0.8% | 0.14% | -8.8% |
Q3 2019 | $468,000 | +0.9% | 18,275 | 0.0% | 0.16% | +5.3% |
Q2 2019 | $464,000 | +4.7% | 18,275 | +3.2% | 0.15% | +0.7% |
Q1 2019 | $443,000 | +32.2% | 17,715 | +28.1% | 0.15% | +18.1% |
Q4 2018 | $335,000 | – | 13,830 | – | 0.13% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
INSTRUMENTAL WEALTH, LLC | 408,854 | $10,303,130 | 13.60% |
Paradigm, Strategies in Wealth Management, LLC | 553,890 | $13,952,477 | 10.98% |
American Planning Services, Inc. | 536,389 | $13,511,639 | 9.16% |
Ruggaard & Associates LLC | 466,373 | $11,747,939 | 7.25% |
NovaPoint Capital, LLC | 653,532 | $16,462,461 | 6.74% |
PFG Private Wealth Management, LLC | 294,346 | $7,414,586 | 4.71% |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 209,549 | $5,278,543 | 4.67% |
Windsor Capital Management, LLC | 526,520 | $13,263,033 | 4.56% |
Keeler Thomas Management LLC | 381,152 | $9,601,220 | 4.51% |
Reliant Wealth Planning | 243,667 | $6,137,972 | 3.80% |