ISHARES TR's ticker is FIBR and the CUSIP is 46435U796.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,800,143 | -1.8% | 21,792 | 0.0% | 0.22% | -2.3% |
| Q2 2023 | $1,832,670 | -1.2% | 21,792 | 0.0% | 0.22% | -4.7% |
| Q1 2023 | $1,854,227 | +2.0% | 21,792 | 0.0% | 0.23% | -6.1% |
| Q4 2022 | $1,818,542 | +1.8% | 21,792 | 0.0% | 0.25% | -4.6% |
| Q3 2022 | $1,786,000 | -4.5% | 21,792 | 0.0% | 0.26% | -8.5% |
| Q2 2022 | $1,871,000 | -7.3% | 21,792 | 0.0% | 0.28% | -3.1% |
| Q1 2022 | $2,019,000 | -7.0% | 21,792 | 0.0% | 0.29% | +0.7% |
| Q4 2021 | $2,171,000 | -0.8% | 21,792 | -0.1% | 0.29% | -3.3% |
| Q3 2021 | $2,188,000 | -0.3% | 21,812 | 0.0% | 0.30% | -6.8% |
| Q2 2021 | $2,195,000 | +0.8% | 21,812 | 0.0% | 0.32% | +1.9% |
| Q1 2021 | $2,177,000 | -2.7% | 21,812 | 0.0% | 0.32% | -10.0% |
| Q4 2020 | $2,238,000 | – | 21,812 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wall Capital Group, Inc. | 49,085 | $4,792,000 | 2.55% |
| Sterneck Capital Management, LLC | 8,312 | $812,000 | 0.82% |
| Patten Group, Inc. | 8,897 | $869,000 | 0.45% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 18,502 | $1,797,000 | 0.36% |
| Cetera Investment Advisers | 22,295 | $2,177,000 | 0.27% |
| OPTIMUM INVESTMENT ADVISORS | 5,600 | $547,000 | 0.22% |
| Ford Financial Group, LLC | 2,596 | $253,000 | 0.17% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 7,729 | $754,000 | 0.12% |
| Geneos Wealth Management Inc. | 14,836 | $1,428,000 | 0.10% |
| Insight Wealth Strategies, LLC | 3,327 | $325,000 | 0.09% |