Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$203,0000.0%2,380
+172.9%
0.06%
-38.3%
Q3 2018$203,000
-2.4%
872
-5.9%
0.09%
-5.1%
Q2 2018$208,000
-27.0%
927
-29.8%
0.10%
-27.7%
Q4 2017$285,000
+4.8%
1,320
-1.9%
0.14%
+0.7%
Q3 2017$272,000
+3.0%
1,3450.0%0.14%
-2.9%
Q2 2017$264,000
+2.7%
1,3450.0%0.14%
-6.0%
Q1 2017$257,000
-24.0%
1,345
-27.6%
0.15%
-29.4%
Q4 2016$338,000
-32.4%
1,857
-35.1%
0.21%
-31.3%
Q3 2016$500,000
+3.3%
2,8620.0%0.31%
-0.3%
Q2 2016$484,000
+4.1%
2,8620.0%0.31%
+1.3%
Q1 2016$465,000
+0.9%
2,8620.0%0.30%
-2.9%
Q4 2015$461,0000.0%2,862
-2.5%
0.31%
-5.2%
Q3 2015$461,000
-4.9%
2,935
+2.6%
0.33%
-0.6%
Q2 2015$485,000
-1.2%
2,8620.0%0.33%
-2.9%
Q1 2015$491,000
+7.4%
2,8620.0%0.34%
+3.6%
Q4 2014$457,000
+42.8%
2,862
+35.5%
0.33%
+34.7%
Q3 2014$320,000
-3.6%
2,1120.0%0.24%
-3.9%
Q2 2014$332,000
+2.8%
2,1120.0%0.26%
-1.5%
Q1 2014$323,000
+1.9%
2,1120.0%0.26%
+3.6%
Q4 2013$317,000
+7.8%
2,1120.0%0.25%
-4.2%
Q3 2013$294,000
-24.6%
2,112
-30.2%
0.26%
-30.8%
Q2 2013$390,0003,0240.38%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders