Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 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
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 ↓
BW Gestao de Investimentos Ltda. 1,150,000$111,033,00036.34%
Ferguson Shapiro LLC 110,379$10,657,0007.91%
Summit Rock Advisors, LP 172,253$16,631,0005.80%
Systelligence, LLC 264,667$25,554,0005.47%
STRINGER ASSET MANAGEMENT, LLC 48,886$4,720,0004.96%
Stewardship Advisors, LLC 73,287$7,076,0002.88%
Provident Wealth Management, LLC 23,438$2,263,0002.63%
FormulaFolio Investments, LLC 1,216,469$117,450,0002.46%
Financial Gravity Asset Management, Inc. 25,793$2,487,0002.28%
B&D White Capital Company, LLC 40,611$3,920,0002.23%
View complete list of ISHARES TR shareholders