ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $262,476 | – | 10,350 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RVW Wealth, LLC | 852,054 | $21,651,000 | 5.16% |
TLWM | 350,918 | $8,926,000 | 5.14% |
Day & Ennis, LLC | 219,679 | $5,582,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 124,336 | $3,159,000 | 2.25% |
Aptus Capital Advisors, LLC | 594,416 | $15,066,000 | 2.12% |
Matthew Goff Investment Advisor, LLC | 172,784 | $4,390,000 | 1.88% |
Signature Wealth Management Group | 109,129 | $2,764,000 | 1.85% |
Gateway Advisory, LLC | 281,461 | $7,152,000 | 1.84% |
Sound View Wealth Advisors Group, LLC | 232,549 | $5,909,000 | 1.75% |
Motley Fool Wealth Management, LLC | 982,245 | $24,959,000 | 1.56% |