ISHARES TR's ticker is IBTD and the CUSIP is 46436E882.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,041,995 | -38.4% | 364,303 | -38.4% | 0.25% | -44.1% |
| Q2 2023 | $14,670,314 | -0.2% | 591,307 | -0.2% | 0.45% | +3.2% |
| Q1 2023 | $14,703,337 | +173431.7% | 592,638 | +72.8% | 0.43% | +69.1% |
| Q4 2022 | $8,473 | -99.9% | 343,027 | +3.6% | 0.26% | -8.9% |
| Q3 2022 | $8,199,000 | – | 331,014 | – | 0.28% | – |
Download | ||||||
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% |
| Vista Private Wealth Partners. LLC | 318,156 | $7,863,214 | 3.29% |