Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 317 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$445,654
-2.5%
5,666
-1.1%
0.10%
-14.5%
Q1 2024$457,191
-26.3%
5,727
-36.0%
0.12%
-34.6%
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 Q4 2022
NameSharesValueWeighting ↓
Prestige Wealth Management Group LLC 291,505$22,909,3785.20%
Cornerstone Planning Group LLC 141,795$11,143,7073.68%
Kades & Cheifetz LLC 60,339$4,742,0363.36%
360 Financial, Inc. 95,330$7,492,0133.31%
Florin Court Capital LLP 38,600$3,033,5743.21%
Adams Wealth Management 124,072$9,750,8242.88%
Beaumont Capital Management, LLC 44,818$3,522,2472.67%
Baron Financial Group, LLC 49,540$3,893,3492.48%
AIRE ADVISORS, LLC 123,974$9,755,0272.42%
WETZEL INVESTMENT ADVISORS, INC. 46,095$3,6232.22%
View complete list of ISHARES TR shareholders