ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,210 | +0.3% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $41,096 | +0.4% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $40,934 | +0.6% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $40,674 | +1.7% | 1,625 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $40,000 | 0.0% | 1,625 | 0.0% | 0.00% | +50.0% |
| Q2 2022 | $40,000 | -2.4% | 1,625 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $41,000 | -6.8% | 1,625 | -5.8% | 0.00% | 0.0% |
| Q4 2021 | $44,000 | 0.0% | 1,725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $44,000 | +2100.0% | 1,725 | +1625.0% | 0.00% | – |
| Q2 2021 | $2,000 | -97.5% | 100 | -96.8% | 0.00% | -100.0% |
| Q1 2021 | $81,000 | +3950.0% | 3,128 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | -95.0% | 3,128 | +97.4% | 0.00% | -100.0% |
| Q2 2019 | $40,000 | +2.6% | 1,585 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $39,000 | – | 1,585 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSTRUMENTAL WEALTH, LLC | 408,854 | $10,303,130 | 13.60% |
| Paradigm, Strategies in Wealth Management, LLC | 553,890 | $13,952,477 | 10.98% |
| American Planning Services, Inc. | 536,389 | $13,511,639 | 9.16% |
| Ruggaard & Associates LLC | 466,373 | $11,747,939 | 7.25% |
| NovaPoint Capital, LLC | 653,532 | $16,462,461 | 6.74% |
| PFG Private Wealth Management, LLC | 294,346 | $7,414,586 | 4.71% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 209,549 | $5,278,543 | 4.67% |
| Windsor Capital Management, LLC | 526,520 | $13,263,033 | 4.56% |
| Keeler Thomas Management LLC | 381,152 | $9,601,220 | 4.51% |
| Reliant Wealth Planning | 243,667 | $6,137,972 | 3.80% |