Summit Financial Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders