Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,758,148
-66.8%
79,767
-65.5%
0.56%
-56.6%
Q2 2023$5,301,739
-4.6%
231,507
-2.6%
1.29%
-10.4%
Q1 2023$5,555,385
+65.0%
237,613
+68.6%
1.44%
+47.4%
Q4 2022$3,367,642
-61.5%
140,901
-63.4%
0.97%
-62.3%
Q3 2022$8,749,000
+159.5%
384,717
+173.0%
2.58%
+164.4%
Q2 2022$3,371,000
-1.4%
140,906
+2.8%
0.98%
+16.2%
Q1 2022$3,420,000
-8.9%
137,102
-2.6%
0.84%
-4.0%
Q4 2021$3,756,000
+3.9%
140,732
+3.5%
0.88%
-3.7%
Q3 2021$3,615,000
-5.4%
135,981
-5.3%
0.91%
-5.8%
Q2 2021$3,820,000
+2.5%
143,661
+1.1%
0.96%
-5.7%
Q1 2021$3,726,000
+21.0%
142,129
+25.4%
1.02%
+12.7%
Q4 2020$3,080,000
-83.3%
113,345
-44.4%
0.91%
+200.7%
Q3 2020$18,419,000
+231.3%
203,866
+2.6%
0.30%
-85.3%
Q2 2020$5,559,000
-37.2%
198,613
-37.1%
2.06%
-50.2%
Q1 2020$8,845,000
-7.1%
315,780
-13.9%
4.13%
+16.7%
Q4 2019$9,516,000
+28.8%
366,662
+30.6%
3.54%
+19.4%
Q3 2019$7,390,000
+10.1%
280,855
+7.7%
2.96%
+8.1%
Q2 2019$6,710,000
+154.4%
260,757
+149.0%
2.74%
+142.9%
Q1 2019$2,638,000
+182.1%
104,704
+174.2%
1.13%
+109.5%
Q4 2018$935,000
+5.6%
38,181
+3.8%
0.54%
+23.9%
Q3 2018$885,000
+5.1%
36,795
+6.3%
0.44%
-7.2%
Q2 2018$842,000
+20.8%
34,617
+20.8%
0.47%
+12.2%
Q1 2018$697,00028,6600.42%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 506,665$11,511,43915.75%
Nationwide Fund Advisors 5,175,512$117,587,63312.03%
ACCESS FINANCIAL SERVICES, INC. 711,312$16,161,0099.87%
PRUDENT INVESTORS NETWORK, INC. 845,286$19,204,8989.07%
Spectrum Asset Management, Inc. (NB/CA) 820,369$18,638,7859.04%
SCS Capital Management LLC 11,442,736$259,9797.65%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,356,953$98,989,9787.56%
FFG RETIREMENT ADVISORS LLC 349,030$7,929,9627.23%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 710,361$16,139,4026.76%
CLIENT 1ST ADVISORY GROUP, LLC 507,684$11,534,5896.74%
View complete list of ISHARES TR shareholders