SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 302 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 568,776$14,271,00015.54%
Gateway Advisory, LLC 1,048,914$26,317,00011.21%
NovaPoint Capital, LLC 466,679$11,709,0005.09%
Tillar-Wenstrup Advisors, LLC 392,752$9,854,0004.93%
Cribstone Capital Management, LLC 239,983$6,021,0003.70%
TLWM 340,045$8,536,0003.27%
PFG Private Wealth Management, LLC 228,768$5,740,0003.22%
SONATA CAPITAL GROUP INC 246,377$6,182,0003.21%
Windsor Capital Management, LLC 350,705$8,799,0003.14%
Madden Advisory Services, Inc. 159,142$3,993,0003.02%
View complete list of ISHARES TR shareholders