Summit Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 86 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Summit Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$588,639
-5.6%
9,8550.0%0.16%
-2.4%
Q2 2023$623,723
-3.0%
9,855
-7.1%
0.16%
-7.3%
Q1 2023$643,148
-3.9%
10,606
-7.0%
0.18%
-8.8%
Q4 2022$669,249
+8.6%
11,407
-0.3%
0.19%
-2.5%
Q3 2022$616,000
-4.5%
11,440
-0.1%
0.20%
-0.5%
Q2 2022$645,000
-26.4%
11,448
-12.0%
0.20%
-20.3%
Q1 2022$876,000
-5.3%
13,0140.0%0.25%
-4.2%
Q4 2021$925,000
+5.0%
13,014
-1.7%
0.26%
-5.1%
Q3 2021$881,000
-0.2%
13,244
+0.5%
0.28%
-0.7%
Q2 2021$883,000
+6.1%
13,172
+298.3%
0.28%
-1.8%
Q1 2021$832,000
-0.6%
3,307
-7.5%
0.28%
-7.5%
Q4 2020$837,000
+13.1%
3,574
-3.3%
0.31%
-0.3%
Q3 2020$740,000
+7.1%
3,696
-1.3%
0.31%
-2.5%
Q2 2020$691,000
+16.9%
3,746
-2.9%
0.32%
-1.3%
Q1 2020$591,000
-26.9%
3,8560.0%0.32%
-7.5%
Q4 2019$808,000
+5.9%
3,8560.0%0.34%
-2.8%
Q3 2019$763,000
+0.1%
3,856
-1.9%
0.36%
-1.7%
Q2 2019$762,000
+3.1%
3,9290.0%0.36%
-0.8%
Q1 2019$739,000
+16.4%
3,9290.0%0.36%
+1.4%
Q4 2018$635,000
-14.8%
3,9290.0%0.36%
+4.1%
Q3 2018$745,000
+0.1%
3,929
-3.1%
0.34%
-2.8%
Q2 2018$744,000
+1.2%
4,0540.0%0.36%
+1.1%
Q1 2018$735,000
-2.4%
4,0540.0%0.35%
-2.8%
Q4 2017$753,000
+2.2%
4,054
-3.9%
0.36%
-2.2%
Q3 2017$737,000
+3.5%
4,2170.0%0.37%
-2.1%
Q2 2017$712,000
+1.3%
4,2170.0%0.38%
-7.4%
Q1 2017$703,000
+6.0%
4,2170.0%0.41%
-1.7%
Q4 2016$663,000
-7.8%
4,217
-9.5%
0.41%
-6.3%
Q3 2016$719,000
+3.5%
4,6580.0%0.44%
-0.2%
Q2 2016$695,000
+2.7%
4,6580.0%0.44%0.0%
Q1 2016$677,000
+1.7%
4,6580.0%0.44%
-2.0%
Q4 2015$666,000
-4.6%
4,658
-8.0%
0.45%
-9.6%
Q3 2015$698,000
-8.6%
5,0630.0%0.50%
-4.4%
Q2 2015$764,000
-2.8%
5,063
-0.9%
0.52%
-4.4%
Q1 2015$786,000
+3.6%
5,111
-0.7%
0.55%
-0.4%
Q4 2014$759,000
+6.0%
5,1460.0%0.55%
+0.2%
Q3 2014$716,000
-1.4%
5,1460.0%0.55%
-2.0%
Q2 2014$726,000
+6.6%
5,146
+2.0%
0.56%
+2.6%
Q1 2014$681,000
+4.4%
5,0430.0%0.54%
+5.8%
Q4 2013$652,000
+8.8%
5,0430.0%0.52%
-3.0%
Q3 2013$599,000
+6.8%
5,0430.0%0.53%
-2.2%
Q2 2013$561,0005,0430.54%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders