ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,259 | +100317.7% | 2,455 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $62 | 0.0% | 2,455 | 0.0% | 0.03% | -6.7% |
| Q1 2023 | $62 | +1.6% | 2,455 | 0.0% | 0.03% | -3.2% |
| Q4 2022 | $61 | -99.9% | 2,455 | 0.0% | 0.03% | -3.1% |
| Q3 2022 | $61,000 | -1.6% | 2,455 | 0.0% | 0.03% | +3.2% |
| Q2 2022 | $62,000 | 0.0% | 2,455 | 0.0% | 0.03% | +24.0% |
| Q1 2022 | $62,000 | -1.6% | 2,455 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $63,000 | -1.6% | 2,455 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $64,000 | 0.0% | 2,455 | 0.0% | 0.03% | +3.8% |
| Q2 2021 | $64,000 | 0.0% | 2,455 | 0.0% | 0.03% | -16.1% |
| Q1 2021 | $64,000 | +113.3% | 2,455 | +112.6% | 0.03% | +106.7% |
| Q4 2020 | $30,000 | 0.0% | 1,155 | 0.0% | 0.02% | -6.2% |
| Q3 2020 | $30,000 | +650.0% | 1,155 | +645.2% | 0.02% | +700.0% |
| Q2 2020 | $4,000 | 0.0% | 155 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $4,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $4,000 | +33.3% | 155 | +55.0% | 0.00% | +50.0% |
| Q3 2019 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RVW Wealth, LLC | 832,543 | $21,313,000 | 5.07% |
| TLWM | 376,368 | $9,649,000 | 4.96% |
| Guidant Wealth Advisors | 313,545 | $8,027,000 | 2.98% |
| Day & Ennis, LLC | 219,208 | $5,612,000 | 2.89% |
| Gateway Advisory, LLC | 283,347 | $7,254,000 | 2.46% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,962 | $3,173,000 | 2.25% |
| Sound View Wealth Advisors Group, LLC | 253,203 | $6,482,000 | 1.93% |
| Signature Wealth Management Group | 108,939 | $2,789,000 | 1.85% |
| Motley Fool Wealth Management, LLC | 960,443 | $24,587,000 | 1.62% |
| Camelot Portfolios, LLC | 120,976 | $3,097,000 | 1.46% |