ISHARES TR's ticker is IBDJ and the CUSIP is 46434VAR1.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,971,000 | -8.4% | 79,421 | -8.2% | 0.22% | +3.2% |
| Q2 2017 | $2,151,000 | -1.1% | 86,562 | -1.1% | 0.22% | -4.0% |
| Q1 2017 | $2,176,000 | -24.9% | 87,562 | -24.8% | 0.23% | -42.5% |
| Q4 2016 | $2,896,000 | -21.6% | 116,445 | -21.5% | 0.39% | -5.1% |
| Q3 2016 | $3,694,000 | -1.8% | 148,395 | -1.4% | 0.41% | -11.2% |
| Q2 2016 | $3,761,000 | – | 150,545 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TELEMUS CAPITAL, LLC | 148,395 | $3,694,000 | 0.41% |
| Wolf Group Capital Advisors | 9,355 | $233,000 | 0.16% |
| Private Advisor Group, LLC | 157,578 | $3,926,000 | 0.16% |
| FOSTER & MOTLEY INC | 27,130 | $675,000 | 0.13% |
| Brookstone Capital Management | 47,202 | $1,175,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 414,433 | $10,315,000 | 0.10% |
| Whitegate Investment Counselors, Inc. | 11,200 | $279,000 | 0.08% |
| Integrated Wealth Management | 8,428 | $210,000 | 0.08% |
| COURIER CAPITAL LLC | 12,400 | $309,000 | 0.06% |
| Guidant Wealth Advisors | 3,221 | $80,000 | 0.05% |