Summit Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Summit Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,397,905
-3.8%
73,311
+0.4%
0.32%
-2.4%
Q2 2023$4,570,261
+26.4%
72,984
+25.1%
0.33%
+5.4%
Q1 2023$3,615,379
+12.4%
58,360
+5.1%
0.32%
+4.6%
Q4 2022$3,215,377
-99.9%
55,552
+0.3%
0.30%
+13.1%
Q3 2022$2,819,906,000
+8.3%
55,379
+21.3%
0.27%
+9.4%
Q2 2022$2,603,353,000
-10.8%
45,649
+4.2%
0.24%
+7.0%
Q1 2022$2,917,700,000
-4.0%
43,822
+2.4%
0.23%
-1.7%
Q4 2021$3,040,043,000
-3.6%
42,802
-3.6%
0.23%
-14.4%
Q3 2021$3,153,499,000
-17.6%
44,415
-14.9%
0.27%
-28.5%
Q2 2021$3,826,765,000
+34.9%
52,207
+29.4%
0.38%
+1.3%
Q1 2021$2,835,790,000
+32.6%
40,350
+26.8%
0.37%
+24.3%
Q4 2020$2,138,744,000
+69.9%
31,831
+47.5%
0.30%
+44.7%
Q3 2020$1,258,886,000
+15.5%
21,578
+8.0%
0.21%
+7.8%
Q2 2020$1,089,600,000
+16.0%
19,985
+0.0%
0.19%
-6.3%
Q1 2020$939,466,000
+14.7%
19,984
+51.0%
0.21%
+48.2%
Q4 2019$819,046,000
+99.8%
13,232
+436.8%
0.14%
+101.4%
Q3 2019$409,880,000
-47.7%
2,465
-81.5%
0.07%
-47.7%
Q2 2019$783,409,000
+2.7%
13,360
+1.7%
0.13%
+0.8%
Q1 2019$762,575,000
-27.6%
13,132
-34.5%
0.13%
-36.1%
Q4 2018$1,053,962,00020,0640.20%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders