Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 723 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,246,524
+0.0%
14,0010.0%0.36%
-0.3%
Q2 2022$1,246,000
+154.3%
14,001
+3298.3%
0.36%
+4412.5%
Q3 2020$490,000
+56.1%
412
-80.4%
0.01%
-93.8%
Q2 2019$314,000
+1.0%
2,102
-0.1%
0.13%
-3.8%
Q1 2019$311,000
-4.9%
2,105
-15.2%
0.13%
-29.6%
Q4 2018$327,000
-53.1%
2,482
-40.1%
0.19%
-44.7%
Q3 2018$697,000
+0.9%
4,146
-2.0%
0.34%
-11.2%
Q2 2018$691,000
+14.4%
4,229
+5.7%
0.38%
+6.1%
Q1 2018$604,000
-81.6%
4,000
-81.2%
0.36%
-82.5%
Q4 2017$3,277,000
-2.5%
21,290
-5.9%
2.08%
-6.7%
Q3 2017$3,361,000
+4.3%
22,636
-2.0%
2.23%
-3.0%
Q2 2017$3,222,00023,1002.30%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders