Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 265 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$272,000
+1.1%
2,578
+0.9%
0.06%
-7.4%
Q3 2021$269,000
+2.3%
2,555
+3.4%
0.07%
+3.0%
Q2 2021$263,000
-7.1%
2,470
-8.1%
0.07%
-15.4%
Q1 2021$283,000
-7.2%
2,687
-8.5%
0.08%
-13.3%
Q4 2020$305,000
-79.1%
2,937
+4.5%
0.09%
+275.0%
Q3 2020$1,457,000
+431.8%
2,810
+4.9%
0.02%
-76.2%
Q2 2020$274,000
+15.6%
2,678
+12.7%
0.10%
-9.0%
Q1 2020$237,000
+3.9%
2,377
+4.4%
0.11%
+30.6%
Q4 2019$228,000
+0.4%
2,276
+0.1%
0.08%
-6.6%
Q3 2019$227,000
-1.7%
2,273
-1.5%
0.09%
-3.2%
Q2 2019$231,000
+0.4%
2,308
+0.2%
0.09%
-4.1%
Q1 2019$230,000
-20.7%
2,303
-22.3%
0.10%
-41.3%
Q4 2018$290,000
+8.2%
2,963
+9.3%
0.17%
+26.5%
Q3 2018$268,000
+16.5%
2,710
+17.2%
0.13%
+3.1%
Q2 2018$230,0002,3120.13%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders