SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 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$28,542,827
+2.6%
1,154,178
+2.2%
1.88%
+6.8%
Q2 2023$27,810,076
+3.2%
1,129,573
+3.1%
1.76%
-2.9%
Q1 2023$26,952,473
+2.3%
1,096,075
+1.6%
1.81%
-6.6%
Q4 2022$26,355,113
-0.7%
1,079,243
-1.0%
1.94%
-3.2%
Q3 2022$26,537,0001,089,8322.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders