ISHARES TR's ticker is and the CUSIP is 46436E288.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,944 | – | 7,549 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Principle Wealth Partners LLC | 361,728 | $11,401,670 | 1.15% |
| WealthShield Partners, LLC | 165,639 | $5,220,941 | 0.79% |
| Eldridge Investment Advisors, Inc. | 35,296 | $1,113 | 0.37% |
| Tortoise Investment Management, LLC | 47,271 | $1,489,977 | 0.22% |
| Triumph Capital Management | 11,720 | $369,414 | 0.17% |
| Cornerstone Retirement Group, Inc. | 15,274 | $481,446 | 0.14% |
| Comprehensive Financial Consultants Institutional, Inc. | 7,549 | $237,944 | 0.12% |
| BluePath Capital Management, LLC | 4,160 | $131,123 | 0.12% |
| SeaCrest Wealth Management, LLC | 27,000 | $851,040 | 0.11% |
| Belpointe Asset Management LLC | 33,799 | $1,065,344 | 0.11% |