Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 171 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$395,134
+0.0%
15,9200.0%0.11%
+2.9%
Q2 2023$394,9750.0%15,9200.0%0.10%
-4.6%
Q1 2023$394,975
-6.7%
15,920
-7.1%
0.11%
-10.7%
Q4 2022$423,23517,1350.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Denver PWM, LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders