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 ↓ |
|---|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | 213,340 | $5,294,000 | 1.49% |
| Patriot Financial Group Insurance Agency, LLC | 25,727 | $638,000 | 0.57% |
| Lenox Wealth Management, Inc. | 61,184 | $1,518,000 | 0.52% |
| RITHOLTZ WEALTH MANAGEMENT | 30,404 | $754,000 | 0.28% |
| VICUS CAPITAL | 56,713 | $1,407,000 | 0.27% |
| TELEMUS CAPITAL, LLC | 79,421 | $1,971,000 | 0.22% |
| Wolf Group Capital Advisors | 9,440 | $234,000 | 0.16% |
| Private Advisor Group, LLC | 184,764 | $4,582,000 | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 521,644 | $12,945,000 | 0.11% |
| Sowell Financial Services LLC | 16,301 | $404,000 | 0.10% |