Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 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 ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders