Summit Global Investments - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$565
-2.8%
12,185
-2.2%
0.04%0.0%
Q2 2023$581
-6.7%
12,460
-5.6%
0.04%
-20.8%
Q1 2023$623
-90.7%
13,202
-90.9%
0.05%
-91.5%
Q4 2022$6,705
-99.9%
144,374
+9.3%
0.57%
+0.5%
Q3 2022$6,088,000
-32.2%
132,058
-30.3%
0.56%
-28.8%
Q2 2022$8,983,000
-52.8%
189,506
-51.8%
0.79%
-43.6%
Q1 2022$19,041,000
-16.9%
392,931
-13.5%
1.40%
-4.6%
Q4 2021$22,913,000
-24.5%
454,358
-23.5%
1.47%
-35.3%
Q3 2021$30,343,000
+208.2%
594,137
+209.5%
2.27%
+286.1%
Q2 2021$9,844,000
-13.5%
191,948
-13.5%
0.59%
-19.3%
Q1 2021$11,384,000221,9510.73%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders