Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$463,402
+0.2%
19,4380.0%0.13%
+3.3%
Q2 2023$462,624
+9.2%
19,438
+10.2%
0.12%
+4.3%
Q1 2023$423,656
+0.7%
17,6450.0%0.12%
-4.1%
Q4 2022$420,83317,6450.12%
Other shareholders
ISHARES TR shareholders Q4 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