SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$33,222,369
+1.4%
1,362,689
+2.0%
2.10%
-4.6%
Q1 2023$32,760,982
+2.6%
1,335,548
+1.7%
2.20%
-6.3%
Q4 2022$31,932,626
-0.7%
1,313,019
-1.5%
2.35%
-3.3%
Q3 2022$32,151,0001,332,4232.43%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 252,028$6,766,0003.96%
Aptus Capital Advisors, LLC 4,719,513$126,695,0003.27%
RVW Wealth, LLC 956,416$26,000,0003.12%
4Thought Financial Group Inc. 133,585$3,586,0003.11%
TLWM 289,792$7,779,0002.96%
Karp Capital Management Corp 698,505$18,751,0002.64%
Peloton Wealth Strategists 210,700$5,656,0002.32%
Sound View Wealth Advisors Group, LLC 373,371$10,023,0002.09%
SIGMA INVESTMENT COUNSELORS INC 997,841$26,787,0001.98%
Cribstone Capital Management, LLC 122,151$3,279,0001.95%
View complete list of ISHARES TR shareholders