ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $597,000 | -0.3% | 23,670 | +0.0% | 0.34% | -8.7% |
| Q2 2020 | $599,000 | +0.5% | 23,662 | +0.1% | 0.37% | -19.5% |
| Q1 2020 | $596,000 | -0.3% | 23,650 | +0.0% | 0.46% | +22.8% |
| Q4 2019 | $598,000 | -0.2% | 23,641 | +0.1% | 0.37% | -13.3% |
| Q3 2019 | $599,000 | +0.2% | 23,628 | +0.0% | 0.43% | +1.4% |
| Q2 2019 | $598,000 | +62.9% | 23,618 | +62.5% | 0.42% | +2.2% |
| Q1 2019 | $367,000 | – | 14,532 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 366,528 | $9,248,000 | 5.36% |
| TLWM | 402,602 | $10,150,000 | 4.81% |
| MV CAPITAL MANAGEMENT, INC. | 592,355 | $14,945,000 | 3.10% |
| Matthew Goff Investment Advisor, LLC | 361,567 | $9,122,000 | 2.91% |
| Fragasso Group Inc. | 564,197 | $14,235,000 | 2.37% |
| CORDA Investment Management, LLC. | 832,728 | $21,010,000 | 2.29% |
| Houlihan Financial Resource Group, Ltd. | 120,506 | $3,034,000 | 1.75% |
| Merit Financial Group, LLC | 756,976 | $19,099,000 | 1.74% |
| Day & Ennis, LLC | 150,501 | $3,797,000 | 1.65% |
| Northstar Group, Inc. | 143,610 | $3,623,000 | 1.25% |