SUMMIT FINANCIAL GROUP, INC. - 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 FINANCIAL GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$273,789
-3.7%
3,7900.0%0.12%
+3.6%
Q2 2023$284,250
-19.5%
3,790
-23.3%
0.11%
-17.2%
Q1 2023$353,259
+134731.7%
4,940
+28.6%
0.13%
+28.8%
Q4 2022$262
-99.9%
3,8400.0%0.10%
+3.0%
Q3 2022$242,000
-10.4%
3,840
-9.4%
0.10%
-2.9%
Q2 2022$270,000
-23.9%
4,240
-7.8%
0.10%
-13.3%
Q1 2022$355,000
-9.4%
4,5970.0%0.12%
-6.2%
Q4 2021$392,000
+7.7%
4,5970.0%0.13%
-3.0%
Q3 2021$364,000
-2.2%
4,5970.0%0.13%
-5.0%
Q2 2021$372,000
-1.1%
4,597
-4.2%
0.14%
-10.9%
Q1 2021$376,000
-13.4%
4,797
-20.2%
0.16%
-17.9%
Q4 2020$434,000
+26.9%
6,012
+321.0%
0.19%
+11.8%
Q3 2020$342,000
-3.1%
1,428
-9.4%
0.17%
-7.6%
Q2 2020$353,000
+21.3%
1,577
-3.4%
0.18%
+5.7%
Q1 2020$291,000
-25.6%
1,632
-0.7%
0.17%
-7.0%
Q4 2019$391,000
+6.2%
1,6440.0%0.19%0.0%
Q3 2019$368,000
-40.0%
1,644
-39.4%
0.19%
-32.5%
Q2 2019$613,0002,7110.28%
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