ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $582,000 | -0.2% | 23,435 | 0.0% | 0.18% | -0.6% |
| Q2 2019 | $583,000 | -7.3% | 23,435 | -7.4% | 0.18% | -16.2% |
| Q1 2019 | $629,000 | +0.3% | 25,295 | 0.0% | 0.21% | -19.8% |
| Q4 2018 | $627,000 | 0.0% | 25,295 | 0.0% | 0.26% | +24.2% |
| Q3 2018 | $627,000 | +5.7% | 25,295 | +5.7% | 0.21% | -2.8% |
| Q2 2018 | $593,000 | -11.1% | 23,920 | -11.1% | 0.22% | -12.1% |
| Q1 2018 | $667,000 | +34.2% | 26,920 | +34.8% | 0.25% | +25.4% |
| Q4 2017 | $497,000 | +14.5% | 19,970 | +15.3% | 0.20% | +5.3% |
| Q3 2017 | $434,000 | – | 17,320 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 394,303 | $9,792,000 | 5.04% |
| Tillar-Wenstrup Advisors, LLC | 281,747 | $7,001,000 | 4.06% |
| MV CAPITAL MANAGEMENT, INC. | 550,979 | $13,692,000 | 3.11% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,342 | $15,465,000 | 2.93% |
| Guidant Wealth Advisors | 237,267 | $5,896,000 | 2.19% |
| ALTERNA WEALTH MANAGEMENT, INC | 73,849 | $1,835,000 | 2.17% |
| RVW Wealth, LLC | 265,563 | $6,599,000 | 1.57% |
| Fragasso Group Inc. | 321,472 | $7,989,000 | 1.48% |
| CORDA Investment Management, LLC. | 492,995 | $12,250,000 | 1.34% |
| Merit Financial Group, LLC | 453,557 | $11,271,000 | 1.23% |