Pinnacle Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Pinnacle Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$183,312
+0.2%
2,4520.0%0.09%
+4.9%
Q2 2023$182,944
+4.9%
2,4520.0%0.08%
+1.2%
Q1 2023$174,435
-5.7%
2,4520.0%0.08%
-2.4%
Q4 2022$185,052
-99.9%
2,4520.0%0.08%
+6.4%
Q3 2022$165,633,000
-3.5%
2,4520.0%0.08%
-1.3%
Q2 2022$171,591,000
-17.2%
2,4520.0%0.08%
-2.5%
Q1 2022$207,268,000
-2.5%
2,4520.0%0.08%
-9.0%
Q4 2021$212,564,000
+5.0%
2,4520.0%0.09%0.0%
Q3 2021$202,413,000
+1.9%
2,4520.0%0.09%
-2.2%
Q2 2021$198,735,000
+8.3%
2,4520.0%0.09%
+7.1%
Q1 2021$183,581,000
+12.1%
2,4520.0%0.08%
-1.2%
Q4 2020$163,720,000
-73.4%
2,452
-48.6%
0.09%
-38.6%
Q3 2020$614,557,000
+355.1%
4,774
+289.4%
0.14%
+118.8%
Q2 2020$135,032,000
+13.2%
1,2260.0%0.06%
-5.9%
Q1 2020$119,265,000
-29.4%
1,2260.0%0.07%
+7.9%
Q4 2019$168,918,000
-72.5%
1,226
-74.3%
0.06%
-72.8%
Q3 2019$614,557,000
+2.5%
4,7740.0%0.23%
+4.0%
Q2 2019$599,614,000
+6.3%
4,7740.0%0.22%
+5.7%
Q1 2019$563,953,000
+11.1%
4,7740.0%0.21%
+0.5%
Q4 2018$507,810,000
-9.2%
4,7740.0%0.21%
+7.7%
Q2 2018$559,465,000
-0.5%
4,7740.0%0.20%
-7.6%
Q1 2018$562,425,000
-1.4%
4,7740.0%0.21%
+1.9%
Q4 2017$570,159,000
+6.5%
4,7740.0%0.21%
+4.5%
Q3 2017$535,261,000
+4.3%
4,7740.0%0.20%
-0.5%
Q2 2017$513,300,000
+3.3%
4,7740.0%0.20%
+4.2%
Q1 2017$496,735,000
+2.6%
4,7740.0%0.19%
+1.6%
Q4 2016$484,370,000
+12.7%
4,7740.0%0.19%
+11.2%
Q3 2016$429,660,000
+4.7%
4,7740.0%0.17%
-3.4%
Q2 2016$410,278,000
+1.6%
4,7740.0%0.18%
-9.3%
Q1 2016$403,880,000
-4.3%
4,7740.0%0.19%
-2.0%
Q4 2015$421,926,000
+5.1%
4,7740.0%0.20%
+13.9%
Q3 2015$401,541,000
-6.3%
4,7740.0%0.17%
+10.9%
Q2 2015$428,419,000
+0.8%
4,7740.0%0.16%
+1.3%
Q1 2015$425,125,000
-1.3%
4,7740.0%0.15%
+8.5%
Q4 2014$430,615,000
+7.7%
4,7740.0%0.14%
+37.9%
Q3 2014$399,679,000
+0.7%
4,7740.0%0.10%
+6.2%
Q2 2014$396,910,000
+1.7%
4,7740.0%0.10%
-10.2%
Q1 2014$390,322,000
+11.6%
4,7740.0%0.11%
-2.7%
Q3 2013$349,838,000
+2.4%
4,7740.0%0.11%
+3.7%
Q2 2013$341,484,0004,7740.11%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders