Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$420,743
-0.6%
6,862
+0.4%
0.09%
-13.0%
Q1 2024$423,332
+6.2%
6,838
+285.5%
0.11%
-4.4%
Q4 2023$398,603
-47.4%
1,774
-36.8%
0.11%
-53.1%
Q3 2023$757,833
-2.0%
2,806
+1.7%
0.24%
+28.2%
Q2 2023$772,960
-43.3%
2,758
+449.4%
0.19%
+754.5%
Q3 2020$1,363,000
-51.2%
502
-96.4%
0.02%
-98.4%
Q3 2018$2,795,000
+97.0%
13,844
+72.9%
1.37%
+73.5%
Q2 2018$1,419,000
-2.3%
8,007
-4.8%
0.79%
-9.3%
Q1 2018$1,452,000
+215.0%
8,413
+216.6%
0.87%
+198.6%
Q4 2017$461,000
+26.6%
2,657
+25.6%
0.29%
+21.2%
Q3 2017$364,000
+36.8%
2,115
+31.8%
0.24%
+26.8%
Q2 2017$266,0001,6050.19%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
HT Partners LLC 87,720$11,429,916,0005.97%
LVZ, Inc. 54,430$6,978,0005.18%
Shamrock Asset Management LLC 125,822$16,132,0005.00%
Transamerica Financial Advisors, Inc. 385,137$49,379,0004.30%
Prospera Financial Services Inc 122,622$15,721,0004.25%
Quantitative Advantage, LLC 103,973$13,330,0003.10%
Arrow Investment Advisors, LLC 132,650$17,007,0003.07%
CINQUE PARTNERS LLC 37,916$4,861,0002.50%
Oakworth Capital, Inc. 26,936$3,454,0002.10%
Dorsey Wright & Associates 132,650$17,007,0002.00%
View complete list of ISHARES TR shareholders