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 222,518$5,970,0004.11%
Aptus Capital Advisors, LLC 3,550,093$95,249,0003.42%
RVW Wealth, LLC 933,074$25,000,0003.26%
TLWM 296,858$7,963,0003.02%
4Thought Financial Group Inc. 116,063$3,114,0003.00%
Gateway Advisory, LLC 304,624$8,173,0002.07%
Sound View Wealth Advisors Group, LLC 328,361$8,810,0002.05%
Peloton Wealth Strategists 161,200$4,325,0002.03%
CAPITAL ADVISORS INC/OK 2,258,399$60,593,0001.98%
Signature Wealth Management Group 124,377$3,337,0001.96%
View complete list of ISHARES TR shareholders