SUMMIT FINANCIAL GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT FINANCIAL GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,848
-4.9%
3,2000.0%0.14%
+3.0%
Q2 2023$339,328
+5.9%
3,2000.0%0.13%
+8.2%
Q1 2023$320,512
+103625.6%
3,2000.0%0.12%0.0%
Q4 2022$309
-99.9%
3,2000.0%0.12%
+9.9%
Q3 2022$268,000
-5.0%
3,2000.0%0.11%
+1.8%
Q2 2022$282,000
-16.3%
3,2000.0%0.11%
-4.4%
Q1 2022$337,000
-6.6%
3,2000.0%0.11%
-3.4%
Q4 2021$361,000
+5.6%
3,2000.0%0.12%
-4.8%
Q3 2021$342,000
-3.7%
3,2000.0%0.12%
-6.8%
Q2 2021$355,000
+5.0%
3,2000.0%0.13%
-5.0%
Q1 2021$338,000
+9.0%
3,2000.0%0.14%
+2.9%
Q4 2020$310,000
+15.7%
3,200
+100.0%
0.14%
+2.3%
Q3 2020$268,000
+11.2%
1,6000.0%0.13%
+6.4%
Q2 2020$241,000
-10.1%
1,6000.0%0.12%
-2.3%
Q4 2019$268,000
+5.5%
1,6000.0%0.13%
-0.8%
Q3 2019$254,000
+0.4%
1,6000.0%0.13%
+13.2%
Q2 2019$253,0001,6000.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders