SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 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$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 Q3 2023
NameSharesValueWeighting ↓
Trust Co of Kansas 521,213$13,854,0007.24%
Tillar-Wenstrup Advisors, LLC 345,931$9,195,0004.76%
PFG Private Wealth Management, LLC 208,889$5,552,0004.26%
Aptus Capital Advisors, LLC 3,153,914$83,831,0003.84%
RVW Wealth, LLC 822,555$22,000,0003.23%
Cribstone Capital Management, LLC 145,919$3,879,0002.66%
Day & Ennis, LLC 221,485$5,887,0002.34%
Signature Wealth Management Group 122,346$3,252,0002.05%
CAPITAL ADVISORS INC/OK 1,946,682$51,743,0001.84%
Gateway Advisory, LLC 302,596$8,043,0001.75%
View complete list of ISHARES TR shareholders