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Ishares Tr core strm usbd shares owned by Summa Corp.

Quarter-by-quarter ownership of Ishares Tr core strm usbd (ISTB) shares owned by Summa Corp. from 13F filings

Historical chart of Summa Corp. investment in Ishares Tr core strm usbd

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All positions including Ishares Tr core strm usbd held by Summa Corp. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr core strm usbd by Summa Corp.

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 4.2k 48.46
2025-09-30 $205k 4.2k 48.84
2025-06-30 $204k 4.2k 48.65

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Top funds holding Ishares Tr core strm usbd

Acorns Advisers
BlackRock
State of Wisconsin Investment Board
Charles Schwab Investment Management
Raymond James Financial
Jones Financial Companies, L.L
Spinnaker Trust
Sailer Financial
Mariner Wealth Advisors
Townsend & Associates
Financial Solutions Advisory Group
Cahaba Wealth Management
Trust Point
Prosperity Planning
Apella Capital

View all funds holding Ishares Tr core strm usbd