Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,529,140
+4.9%
59,919
+7.8%
0.57%
-8.3%
Q1 2024$2,410,752
+12.7%
55,591
+4.6%
0.62%
+1.5%
Q4 2023$2,139,393
+19.5%
53,126
+8.6%
0.61%
+7.2%
Q3 2023$1,790,323
-0.8%
48,921
+6.0%
0.57%
+29.7%
Q2 2023$1,804,225
+1.2%
46,156
-3.4%
0.44%
-5.0%
Q1 2023$1,782,987
+117.6%
47,774
+98.5%
0.46%
+94.5%
Q4 2022$819,252
+15.2%
24,067
+9.0%
0.24%
+12.9%
Q3 2022$711,000
-12.4%
22,076
-8.3%
0.21%
-10.6%
Q2 2022$812,00024,0670.24%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders