Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,222 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 679,677$55,421,00018.00%
One Wealth Advisors, LLC 204,451$16,671,00011.50%
Ally Financial Inc. 440,000$35,878,0005.77%
Keebeck Wealth Management, LLC 337,615$27,529,0005.68%
Powell Investment Advisors, LLC 79,643$6,494,0005.57%
Ellis Investment Partners, LLC 188,294$15,353,0005.39%
Gunma Bank,Ltd. 68,500$5,585,0004.43%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 195,671$15,955,0003.85%
IFG Advisors, LLC 62,466$5,099,0003.60%
Old North State Trust, LLC 60,637$4,944,0003.33%
View complete list of ISHARES TR shareholders