Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 295 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$620,711
-35.3%
8,949
-38.3%
0.18%
-36.7%
Q3 2022$959,000
+57.2%
14,497
+62.0%
0.28%
+59.9%
Q2 2022$610,0008,9490.18%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 425,000$42,390,00012.90%
Sanford Advisory Services, LLC 143,521$14,315,0003.59%
Provident Wealth Management, LLC 40,618$4,051,0003.07%
Stewardship Advisors, LLC 77,901$7,770,0002.94%
Capital Advisory Group Advisory Services, LLC 51,939$5,180,0001.88%
Compass Financial Group, Inc. 31,837$3,175,0001.74%
Future Financial Wealth Managment LLC 16,092$1,641,0001.69%
MCMORGAN & CO LLC 72,816$7,263,0001.46%
Newbridge Financial Services Group, Inc. 21,825$2,177,0001.36%
Cardan Capital Partners, LLC 118,062$11,776,0001.32%
View complete list of ISHARES TR shareholders