ISHARES TR's ticker is IBTD and the CUSIP is 46436E882.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $829,633 | -79.7% | 33,426 | -79.7% | 0.23% | -79.7% |
| Q2 2023 | $4,087,547 | -56.7% | 164,754 | -56.7% | 1.14% | -59.9% |
| Q1 2023 | $9,449,757 | +10.5% | 380,885 | +10.0% | 2.85% | +2.9% |
| Q4 2022 | $8,551,214 | -99.9% | 346,203 | +11.3% | 2.77% | -0.0% |
| Q3 2022 | $7,704,461,000 | – | 311,040 | – | 2.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cassia Capital Partners, LLC | 668,282 | $16,553,000 | 15.16% |
| IFG Advisory, LLC | 1,355,716 | $33,581,000 | 3.05% |
| STUDIO INVESTMENT MANAGEMENT LLC | 311,040 | $7,704,461,000 | 2.77% |
| Reliant Wealth Planning | 259,709 | $6,432,000 | 2.73% |
| Richard P Slaughter Associates Inc | 254,059 | $6,293,000 | 2.63% |
| Campbell Wealth Management | 573,542 | $14,207,000 | 2.05% |
| SUMMITRY LLC | 1,086,953 | $26,924,000 | 2.03% |
| Safeguard Financial, LLC | 78,270 | $1,939,000 | 1.80% |
| OLD SECOND NATIONAL BANK OF AURORA | 216,064 | $5,352,000 | 1.65% |
| Royal Harbor Partners, LLC | 90,477 | $2,241,000 | 1.53% |