Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,091
-7.6%
2,687
-2.9%
0.09%
+21.1%
Q2 2023$293,519
-46.5%
2,768
-49.5%
0.07%
-50.0%
Q1 2023$548,5985,4770.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
US FINANCIAL ADVISORS, LLC 22,843$2,446,0004.26%
Risk Paradigm Group, LLC 10,386$1,111,925,0001.41%
Stillwater Capital Advisors, LLC 29,670$3,176,0000.94%
Janney Capital Management LLC 121,644$13,023,0000.70%
Virtu Financial LLC 42,404$4,541,0000.63%
Peachtree Investment Advisors, Inc. 4,804$514,0000.52%
SONATA CAPITAL GROUP INC 3,600$385,0000.33%
Snowden Capital Advisors LLC 6,005$642,9070.22%
Destination Wealth Management 18,274$1,881,0000.18%
NATIONAL PLANNING CORP 17,965$1,940,0000.17%
View complete list of ISHARES TR shareholders