ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,643,908 | -5.2% | 498,577 | -5.5% | 8.06% | -10.7% |
Q2 2023 | $13,340,472 | -4.4% | 527,500 | -4.8% | 9.03% | -17.8% |
Q1 2023 | $13,952,477 | -5.2% | 553,890 | -5.8% | 10.98% | -16.2% |
Q4 2022 | $14,724,089 | +3.1% | 588,258 | +2.8% | 13.10% | +0.6% |
Q3 2022 | $14,284,000 | +0.1% | 572,512 | +0.7% | 13.02% | -16.2% |
Q2 2022 | $14,271,000 | +1.9% | 568,776 | +2.7% | 15.54% | +6.1% |
Q1 2022 | $14,005,000 | +0.1% | 553,989 | +1.7% | 14.64% | +3.3% |
Q4 2021 | $13,988,000 | +79.7% | 544,910 | +82.0% | 14.17% | +92.7% |
Q3 2021 | $7,785,000 | +12.1% | 299,420 | +12.5% | 7.35% | +17.7% |
Q2 2021 | $6,942,000 | +142.6% | 266,229 | +143.2% | 6.24% | +125.9% |
Q1 2021 | $2,861,000 | – | 109,452 | – | 2.76% | – |
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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% |