ISHARES TR's ticker is IBDK and the CUSIP is 46434VAU4.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $213,000 | 0.0% | 8,560 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $213,000 | 0.0% | 8,560 | 0.0% | 0.01% | -52.2% |
Q1 2019 | $213,000 | +0.5% | 8,560 | 0.0% | 0.02% | +64.3% |
Q4 2018 | $212,000 | 0.0% | 8,560 | 0.0% | 0.01% | +7.7% |
Q3 2018 | $212,000 | 0.0% | 8,560 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $212,000 | 0.0% | 8,560 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $212,000 | -46.2% | 8,560 | -46.0% | 0.01% | -43.5% |
Q4 2017 | $394,000 | -0.8% | 15,850 | 0.0% | 0.02% | -4.2% |
Q3 2017 | $397,000 | +32.8% | 15,850 | +32.6% | 0.02% | +26.3% |
Q2 2017 | $299,000 | – | 11,950 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 394,303 | $9,792,000 | 5.04% |
Tillar-Wenstrup Advisors, LLC | 281,747 | $7,001,000 | 4.06% |
MV CAPITAL MANAGEMENT, INC. | 550,979 | $13,692,000 | 3.11% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 622,342 | $15,465,000 | 2.93% |
Guidant Wealth Advisors | 237,267 | $5,896,000 | 2.19% |
ALTERNA WEALTH MANAGEMENT, INC | 73,849 | $1,835,000 | 2.17% |
RVW Wealth, LLC | 265,563 | $6,599,000 | 1.57% |
Fragasso Group Inc. | 321,472 | $7,989,000 | 1.48% |
CORDA Investment Management, LLC. | 492,995 | $12,250,000 | 1.34% |
Merit Financial Group, LLC | 453,557 | $11,271,000 | 1.23% |