Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 203 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 255,622$6,774,0003.96%
CAPITAL ADVISORS INC/OK 3,695,265$97,925,0002.91%
4Thought Financial Group Inc. 123,623$3,276,0002.84%
Sound View Wealth Advisors Group, LLC 439,163$11,638,0002.43%
Peloton Wealth Strategists 203,200$5,385,0002.20%
SIGMA INVESTMENT COUNSELORS INC 1,041,658$27,604,0002.04%
Aptus Capital Advisors, LLC 2,974,280$78,818,0002.03%
Signature Wealth Management Group 124,847$3,308,0001.84%
Gateway Advisory, LLC 303,542$8,044,0001.67%
IRON Financial LLC 121,533$3,221,0001.54%
View complete list of ISHARES TR shareholders