ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,748 | +1.3% | 8,468 | 0.0% | 0.18% | +1.1% |
| Q4 2022 | $211,954 | +0.5% | 8,468 | 0.0% | 0.18% | +21.2% |
| Q3 2022 | $211,000 | -0.5% | 8,468 | 0.0% | 0.15% | +22.8% |
| Q2 2022 | $212,000 | -0.9% | 8,468 | 0.0% | 0.12% | -2.4% |
| Q1 2022 | $214,000 | -1.4% | 8,468 | 0.0% | 0.13% | -10.0% |
| Q4 2021 | $217,000 | – | 8,468 | – | 0.14% | – |
Download | ||||||
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% |