SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 303 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,089,309
+68.9%
1,225,919
+68.4%
2.04%
+75.8%
Q2 2023$18,406,701
+2.1%
727,825
+1.7%
1.16%
-4.0%
Q1 2023$18,036,058
+2.1%
716,001
+1.4%
1.21%
-6.7%
Q4 2022$17,666,836
-0.9%
705,826
-1.2%
1.30%
-3.4%
Q3 2022$17,824,000714,3781.34%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 408,854$10,303,13013.60%
Paradigm, Strategies in Wealth Management, LLC 553,890$13,952,47710.98%
American Planning Services, Inc. 536,389$13,511,6399.16%
Ruggaard & Associates LLC 466,373$11,747,9397.25%
NovaPoint Capital, LLC 653,532$16,462,4616.74%
PFG Private Wealth Management, LLC 294,346$7,414,5864.71%
ABSOLUTE CAPITAL MANAGEMENT, LLC 209,549$5,278,5434.67%
Windsor Capital Management, LLC 526,520$13,263,0334.56%
Keeler Thomas Management LLC 381,152$9,601,2204.51%
Reliant Wealth Planning 243,667$6,137,9723.80%
View complete list of ISHARES TR shareholders