Summit Financial Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 365 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$250,189
-1.1%
2,7400.0%0.06%
-17.8%
Q3 2022$253,000
-0.8%
2,7400.0%0.07%
+19.7%
Q2 2022$255,000
-13.3%
2,7400.0%0.06%
+7.0%
Q4 2021$294,000
+31.8%
2,7400.0%0.06%0.0%
Q1 2021$223,000
-2.6%
2,740
+67.1%
0.06%
-37.4%
Q2 2017$229,000
+0.9%
1,6400.0%0.09%
-8.1%
Q1 2017$227,000
-1.3%
1,6400.0%0.10%
-2.0%
Q4 2016$230,000
+12.2%
1,6400.0%0.10%
+13.5%
Q3 2016$205,0001,6400.09%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders