ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,265,783 | -7.4% | 444,234 | -7.6% | 1.02% | -7.5% |
| Q2 2023 | $12,161,367 | +2.5% | 480,876 | +2.1% | 1.10% | -0.8% |
| Q1 2023 | $11,861,597 | +21.8% | 470,885 | +21.0% | 1.11% | +11.4% |
| Q4 2022 | $9,739,676 | +11.2% | 389,120 | +10.8% | 0.99% | +1.9% |
| Q3 2022 | $8,762,000 | +3.5% | 351,178 | +4.1% | 0.98% | +9.2% |
| Q2 2022 | $8,467,000 | +568.8% | 337,451 | +574.0% | 0.89% | +650.4% |
| Q1 2022 | $1,266,000 | -18.6% | 50,067 | -16.4% | 0.12% | -24.7% |
| Q3 2021 | $1,556,000 | -0.3% | 59,864 | +0.1% | 0.16% | -1.9% |
| Q2 2021 | $1,560,000 | -0.2% | 59,831 | +0.1% | 0.16% | -8.5% |
| Q1 2021 | $1,563,000 | -0.4% | 59,796 | +0.0% | 0.18% | -5.9% |
| Q4 2020 | $1,570,000 | +11.2% | 59,771 | +11.0% | 0.19% | 0.0% |
| Q3 2020 | $1,412,000 | -3.6% | 53,832 | -3.6% | 0.19% | -8.3% |
| Q2 2020 | $1,465,000 | -7.3% | 55,841 | -11.6% | 0.20% | -22.7% |
| Q1 2020 | $1,580,000 | +27.4% | 63,181 | +30.2% | 0.26% | +39.7% |
| Q4 2019 | $1,240,000 | -15.8% | 48,532 | -15.6% | 0.19% | -21.2% |
| Q3 2019 | $1,472,000 | +0.9% | 57,488 | +0.1% | 0.24% | -0.4% |
| Q2 2019 | $1,459,000 | +1.7% | 57,433 | +0.1% | 0.24% | -2.8% |
| Q1 2019 | $1,435,000 | +27.4% | 57,373 | +23.2% | 0.25% | +15.3% |
| Q4 2018 | $1,126,000 | +41.3% | 46,560 | +41.9% | 0.22% | +54.7% |
| Q3 2018 | $797,000 | -1.2% | 32,808 | -1.3% | 0.14% | -10.3% |
| Q2 2018 | $807,000 | -23.4% | 33,247 | -22.7% | 0.16% | -25.1% |
| Q1 2018 | $1,053,000 | +99.8% | 43,024 | +104.7% | 0.21% | +111.2% |
| Q4 2017 | $527,000 | +64.7% | 21,017 | +66.9% | 0.10% | +55.6% |
| Q3 2017 | $320,000 | +1584.2% | 12,594 | +1535.6% | 0.06% | +1475.0% |
| Q2 2017 | $19,000 | – | 770 | – | 0.00% | – |
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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% |