ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,130 | -5.8% | 241,731 | -6.1% | 0.02% | -11.5% |
| Q2 2023 | $6,510 | -77.0% | 257,404 | -77.1% | 0.03% | -79.7% |
| Q1 2023 | $28,291 | +13.0% | 1,123,091 | +12.3% | 0.13% | +2.4% |
| Q4 2022 | $25,043 | -99.9% | 1,000,518 | +24.6% | 0.12% | +5.0% |
| Q3 2022 | $20,038,000 | +58.6% | 803,112 | +59.5% | 0.12% | +54.5% |
| Q2 2022 | $12,635,000 | +48.2% | 503,576 | +49.3% | 0.08% | +54.0% |
| Q1 2022 | $8,526,000 | +30.9% | 337,265 | +33.0% | 0.05% | +25.0% |
| Q4 2021 | $6,511,000 | +22.5% | 253,640 | +24.0% | 0.04% | +8.1% |
| Q3 2021 | $5,317,000 | +8.7% | 204,487 | +9.0% | 0.04% | -2.6% |
| Q2 2021 | $4,892,000 | +22.8% | 187,614 | +23.1% | 0.04% | +5.6% |
| Q1 2021 | $3,984,000 | +33.8% | 152,396 | +34.4% | 0.04% | -2.7% |
| Q4 2020 | $2,978,000 | +39.5% | 113,358 | +39.3% | 0.04% | +15.6% |
| Q3 2020 | $2,135,000 | +20.6% | 81,384 | +20.6% | 0.03% | 0.0% |
| Q2 2020 | $1,770,000 | +37.3% | 67,468 | +30.9% | 0.03% | +14.3% |
| Q1 2020 | $1,289,000 | +28.6% | 51,553 | +31.4% | 0.03% | +40.0% |
| Q4 2019 | $1,002,000 | +174.5% | 39,219 | +175.0% | 0.02% | +122.2% |
| Q3 2019 | $365,000 | – | 14,260 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 5,362,890 | $140,186,000 | 5.03% |
| PFG Private Wealth Management, LLC | 260,079 | $6,798,000 | 4.68% |
| Tillar-Wenstrup Advisors, LLC | 350,819 | $9,170,000 | 4.47% |
| TLWM | 362,678 | $9,473,000 | 3.60% |
| RVW Wealth, LLC | 942,672 | $25,000,000 | 3.26% |
| Paradigm, Strategies in Wealth Management, LLC | 109,452 | $2,861,000 | 2.76% |
| MV CAPITAL MANAGEMENT, INC. | 541,182 | $14,147,000 | 2.58% |
| Cribstone Capital Management, LLC | 146,084 | $3,819,000 | 2.51% |
| Day & Ennis, LLC | 245,382 | $6,414,000 | 2.42% |
| Sound View Wealth Advisors Group, LLC | 364,077 | $9,517,000 | 2.22% |