Summit Financial Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$837,89217,5880.20%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
New Century Advisors, LLC 146,400$5,357,0004.54%
Bank Pictet & Cie (Europe) AG 88,220$3,230,0003.20%
MARTIN & CO INC /TN/ 210,144$7,693,0002.52%
BTR CAPITAL MANAGEMENT INC 178,544$6,536,0001.54%
OLD SECOND NATIONAL BANK OF AURORA 81,349$2,978,0001.35%
North Star Investment Management Corp. 105,050$3,846,0000.71%
BANQUE PICTET & CIE SA 181,060$6,629,0000.53%
PINNACLE FINANCIAL PARTNERS INC 36,444$1,334,0000.42%
ALBION FINANCIAL GROUP /UT 65,168$2,386,0000.40%
TWO SIGMA SECURITIES, LLC 6,129$224,0000.37%
View complete list of ISHARES TR shareholders