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 ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders