ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $93,000 | – | 3,703 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Guidant Wealth Advisors | 253,099 | $6,446,000 | 3.33% |
| CORDA Investment Management, LLC. | 843,098 | $21,507,000 | 3.06% |
| Trust Co | 168,380 | $4,295,000 | 1.99% |
| Day & Ennis, LLC | 89,977 | $2,295,000 | 1.98% |
| Timber Creek Capital Management LLC | 89,806 | $2,290,000 | 0.88% |
| IBEX WEALTH ADVISORS | 62,647 | $1,595,000 | 0.63% |
| MV CAPITAL MANAGEMENT, INC. | 77,678 | $1,982,000 | 0.58% |
| Lenox Wealth Management, Inc. | 47,947 | $1,223,000 | 0.50% |
| TRADITION CAPITAL MANAGEMENT LLC | 41,444 | $1,057,000 | 0.35% |
| IMA Advisory Services, Inc. | 23,983 | $612,000 | 0.29% |