Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 45 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,877,400
+14.1%
42,727
+16.1%
0.60%
+49.4%
Q2 2023$1,644,761
-3.0%
36,789
-3.1%
0.40%
-8.9%
Q1 2023$1,696,230
+116.6%
37,973
+106.3%
0.44%
+89.6%
Q3 2022$783,00018,4110.23%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 219,783$11,297,0003.32%
Fermata Advisors, LLC 52,528$2,700,0000.99%
Hennion & Walsh Asset Management, Inc. 184,329$9,475,0000.46%
ROVIN CAPITAL /UT/ /ADV 18,634$958,0000.46%
CREATIVE FINANCIAL DESIGNS INC /ADV 42,919$2,206,0000.33%
Lee Financial Group Hawaii, Inc. 8,195$421,0000.31%
Matthew Goff Investment Advisor, LLC 11,235$577,0000.13%
Madrona Financial Services, LLC 5,580$287,0000.12%
COLONY GROUP LLC 69,295$3,562,0000.06%
Regal Investment Advisors LLC 12,088$621,0000.06%
View complete list of ISHARES TR shareholders