ISHARES U S ETF TR's ticker is IETC and the CUSIP is 46431W648.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915,024 | -79.3% | 17,190 | -76.2% | 1.07% | -35.2% |
| Q4 2021 | $4,425,000 | +77.4% | 72,315 | +40.6% | 1.66% | +67.8% |
| Q1 2021 | $2,495,000 | -17.1% | 51,417 | -18.8% | 0.99% | -17.9% |
| Q4 2020 | $3,010,000 | +11.6% | 63,324 | -0.4% | 1.20% | -4.0% |
| Q3 2020 | $2,697,000 | +435.1% | 63,573 | +382.5% | 1.25% | +423.4% |
| Q2 2020 | $504,000 | – | 13,176 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Financial, llc | 12,658 | $696,000 | 0.21% |
| Bay Harbor Wealth Management, LLC | 5,833 | $321,000 | 0.14% |
| Financial Partners Group, Inc | 8,161 | $449,000 | 0.12% |
| RETIREMENT CAPITAL STRATEGIES | 4,990 | $275,000 | 0.10% |
| Moloney Securities Asset Management, LLC | 4,680 | $257,000 | 0.05% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7,360 | $404,000 | 0.04% |
| NWAM LLC | 6,624 | $364,000 | 0.03% |
| Regal Investment Advisors LLC | 5,958 | $328,000 | 0.03% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 7,175 | $395,000 | 0.03% |
| KCM INVESTMENT ADVISORS LLC | 11,636 | $640,000 | 0.03% |