Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,210 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$297,564
+1.9%
2,4790.0%0.09%
+1.2%
Q2 2022$292,000
-67.4%
2,479
+39.7%
0.08%
+466.7%
Q3 2020$897,000
+213.6%
1,775
-43.1%
0.02%
-92.6%
Q2 2017$286,0003,1210.20%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Northside Capital Management, LLC 636,508$72,116,31224.97%
Corundum Trust Company, INC 22,774$2,580,2947.06%
Ellis Investment Partners, LLC 241,360$27,346,0506.70%
Powell Investment Advisors, LLC 90,662$10,272,0356.00%
REDMONT WEALTH ADVISORS LLC 30,220$3,423,9265.89%
Keebeck Wealth Management, LLC 342,107$38,760,7235.33%
Gunma Bank,Ltd. 62,500$7,0814.80%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 197,680$22,397,0564.78%
Financial Futures Ltd Liability Co. 50,337$5,703,1824.51%
Employees' Retirement Fund of the City of Fort Worth 193,146$21,883,4414.08%
View complete list of ISHARES TR shareholders