ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,982 | +0.3% | 4,810 | 0.0% | 0.09% | +3.5% |
| Q2 2023 | $121,645 | -3.6% | 4,810 | -4.0% | 0.09% | -7.5% |
| Q1 2023 | $126,202 | +92018.2% | 5,010 | -8.7% | 0.09% | -15.5% |
| Q4 2022 | $137 | -99.8% | 5,488 | +63.0% | 0.11% | +42.9% |
| Q3 2022 | $84,000 | -1.2% | 3,367 | 0.0% | 0.08% | +10.0% |
| Q2 2022 | $85,000 | – | 3,367 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paradigm, Strategies in Wealth Management, LLC | 568,776 | $14,271,000 | 15.54% |
| Gateway Advisory, LLC | 1,048,914 | $26,317,000 | 11.21% |
| NovaPoint Capital, LLC | 466,679 | $11,709,000 | 5.09% |
| Tillar-Wenstrup Advisors, LLC | 392,752 | $9,854,000 | 4.93% |
| Cribstone Capital Management, LLC | 239,983 | $6,021,000 | 3.70% |
| TLWM | 340,045 | $8,536,000 | 3.27% |
| PFG Private Wealth Management, LLC | 228,768 | $5,740,000 | 3.22% |
| SONATA CAPITAL GROUP INC | 246,377 | $6,182,000 | 3.21% |
| Windsor Capital Management, LLC | 350,705 | $8,799,000 | 3.14% |
| Madden Advisory Services, Inc. | 159,142 | $3,993,000 | 3.02% |