Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,708,935
-45.9%
44,876
-43.8%
1.50%
-29.2%
Q2 2023$8,696,970
+14.8%
79,879
-2.2%
2.11%
+7.9%
Q1 2023$7,577,051
+739.1%
81,638
+21159.9%
1.96%
+12953.3%
Q3 2020$903,0003840.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Giralda Advisors, LLC 391,800$41,123,00016.02%
CINQUE PARTNERS LLC 89,414$9,385,00014.38%
Pinnacle Advisory Group, Inc. 862,341$90,511,0008.10%
US FINANCIAL ADVISORS, LLC 58,710$6,162,0005.60%
Manifold Partners, LLC 35,761$3,753,0003.71%
Arrow Investment Advisors, LLC 168,240$17,658,0003.24%
Simplicity Solutions, LLC 24,884$2,612,0003.09%
Concorde Asset Management, LLC 23,668$2,484,0002.83%
Stillwater Capital Advisors, LLC 78,387$8,228,0002.50%
Commonwealth Financial Services, LLC 26,315$2,762,0002.43%
View complete list of ISHARES TR shareholders