Summit Equities Inc - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit Equities Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$3,534,250,000
+0.4%
71,922
+0.9%
0.59%
-3.9%
Q2 2018$3,519,212,000
+4.0%
71,311
+5.2%
0.61%
+4.1%
Q1 2018$3,385,022,000
+4.8%
67,782
+6.7%
0.59%
+6.7%
Q4 2017$3,230,843,000
+25.1%
63,512
+25.6%
0.55%
+15.8%
Q3 2017$2,583,239,000
+121923.6%
50,577
+21.7%
0.48%
+9.7%
Q2 2017$2,117,000
+79.0%
41,548
+77.5%
0.43%
+63.8%
Q1 2017$1,183,000
+73.0%
23,412
+72.0%
0.26%
+55.9%
Q4 2016$684,000
+87.9%
13,610
+94.7%
0.17%
+78.9%
Q3 2016$364,0006,9910.10%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders