ISHARES TR's ticker is IBTD and the CUSIP is 46436E882.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,481 | +0.3% | 20,245 | 0.0% | 0.16% | +1.9% |
| Q2 2023 | $500,861 | -2.0% | 20,245 | -1.8% | 0.15% | +2.7% |
| Q1 2023 | $511,202 | +0.4% | 20,613 | 0.0% | 0.15% | -7.4% |
| Q4 2022 | $509,141 | +14.7% | 20,613 | +15.1% | 0.16% | +5.2% |
| Q3 2022 | $444,000 | -0.4% | 17,905 | 0.0% | 0.15% | +1.3% |
| Q2 2022 | $446,000 | – | 17,905 | – | 0.15% | – |
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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% |
| Denver PWM, LLC | 318,156 | $7,863,214 | 3.29% |