SUMMIT FINANCIAL GROUP, INC. - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
SUMMIT FINANCIAL GROUP, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$275,275
-8.4%
2,7500.0%0.12%
-0.9%
Q2 2023$300,575
+4.6%
2,7500.0%0.12%
+7.3%
Q1 2023$287,402
+96668.4%
2,7500.0%0.11%
-7.6%
Q4 2022$297
-99.9%
2,7500.0%0.12%0.0%
Q3 2022$284,000
-0.7%
2,7500.0%0.12%
+7.3%
Q2 2022$286,000
-25.5%
2,7500.0%0.11%
-12.0%
Q4 2021$384,000
-3.3%
2,7500.0%0.12%
-13.2%
Q3 2021$397,000
-5.5%
2,7500.0%0.14%
-8.3%
Q2 2021$420,000
+4.0%
2,7500.0%0.16%
-6.5%
Q1 2021$404,000
+23.9%
2,7500.0%0.17%
+17.5%
Q4 2020$326,000
+30.9%
2,7500.0%0.14%
+15.3%
Q3 2020$249,000
-10.1%
2,750
-13.4%
0.12%
-13.9%
Q2 2020$277,000
+30.0%
3,1750.0%0.14%
+13.4%
Q1 2020$213,000
-32.6%
3,1750.0%0.13%
-15.9%
Q4 2019$316,000
-0.3%
3,175
-11.8%
0.15%
-6.2%
Q3 2019$317,000
-12.7%
3,600
-7.7%
0.16%
-1.8%
Q2 2019$363,0003,9000.16%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders