SUMMITRY LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 90 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SUMMITRY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,554,875
-25.5%
862,201
-25.6%
1.35%
-22.4%
Q2 2023$27,573,624
+1.8%
1,158,556
+2.7%
1.74%
-4.3%
Q1 2023$27,090,571
+2.5%
1,128,304
+1.8%
1.82%
-6.4%
Q4 2022$26,439,566
-1.7%
1,108,577
-1.3%
1.94%
-4.3%
Q3 2022$26,902,0001,123,2532.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 666,030$15,864,77912.49%
Financial Strategies Group, Inc. 874,312$20,808,6176.56%
4J Wealth Management LLC 259,179$6,178,8196.15%
Day & Ennis, LLC 628,058$14,972,8945.58%
Campbell Wealth Management 1,751,576$41,7585.08%
SevenOneSeven Capital Management 90,323$2,151,4945.00%
Keeler Thomas Management LLC 508,969$12,104,4594.48%
Faithward Advisors, LLC 720,765$17,168,6314.18%
Atlantic Private Wealth, LLC 148,252$3,534,3213.57%
Stephens Consulting, LLC 362,600$8,644,3763.51%
View complete list of ISHARES TR shareholders