Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 170 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$632,262
+19.3%
27,095
+20.0%
0.17%
+22.9%
Q2 2023$529,953
+0.7%
22,580
+1.8%
0.14%
-3.4%
Q1 2023$526,331
+24.3%
22,180
+22.3%
0.14%
+17.9%
Q4 2022$423,336
+38.3%
18,130
+36.8%
0.12%
+24.2%
Q3 2022$306,00013,2500.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SHUFRO ROSE & CO LLC 2,793,687$66,294,1906.14%
Keeler Thomas Management LLC 537,069$12,744,6395.99%
PFG Private Wealth Management, LLC 334,536$7,938,5395.05%
Foundation Wealth Management, LLC 157,551$3,738,6783.85%
Buffington Mohr McNeal 587,194$13,934,1103.19%
Platte River Wealth Advisors, LLC 302,173$7,170,5652.75%
Windsor Capital Management, LLC 333,180$7,906,3652.72%
Sound View Wealth Advisors Group, LLC 808,543$19,186,7352.63%
IRON Financial LLC 193,686$4,596,1752.52%
Peloton Wealth Strategists 227,625$5,4022.47%
View complete list of ISHARES TR shareholders