Pinnacle Wealth Management Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinnacle Wealth Management Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,361,023
-5.2%
13,992
+0.2%
0.14%
-9.1%
Q1 2024$1,435,055
-2.5%
13,965
-2.2%
0.15%
-10.5%
Q4 2023$1,471,329
+6.1%
14,275
-8.2%
0.17%
-4.4%
Q3 2023$1,387,014
-11.0%
15,546
-5.2%
0.18%
-7.2%
Q2 2023$1,559,286
-0.6%
16,398
-2.2%
0.19%
-8.5%
Q1 2023$1,568,849
-4.9%
16,763
-7.2%
0.21%
-14.5%
Q4 2022$1,650,063
+9.2%
18,071
-1.4%
0.25%
-1.2%
Q3 2022$1,511,000
-21.2%
18,321
-15.0%
0.25%
-18.8%
Q2 2022$1,918,000
-19.7%
21,546
-7.6%
0.31%
-10.2%
Q1 2022$2,388,000
-13.4%
23,319
-11.7%
0.34%
-23.7%
Q4 2021$2,758,000
+2.9%
26,396
-0.9%
0.45%
-28.1%
Q3 2021$2,680,000
-6.5%
26,626
-2.1%
0.63%
-6.7%
Q2 2021$2,867,000
+5.8%
27,190
+1.0%
0.67%
-11.7%
Q1 2021$2,711,000
+20.6%
26,911
-2.7%
0.76%
+11.1%
Q4 2020$2,248,000
+25.7%
27,646
+89.3%
0.68%
+10.1%
Q3 2020$1,788,000
+5.4%
14,608
+3.6%
0.62%
-1.3%
Q2 2020$1,697,000
+114.8%
14,098
+78.3%
0.63%
+64.5%
Q1 2020$790,000
-42.9%
7,905
-8.2%
0.38%
-25.9%
Q4 2019$1,384,000
+7.0%
8,6100.0%0.52%
-4.4%
Q3 2019$1,293,000
-25.7%
8,610
-26.5%
0.54%
-26.9%
Q2 2019$1,740,000
+23.4%
11,710
+22.5%
0.74%
+16.4%
Q1 2019$1,410,000
+47.0%
9,560
+31.4%
0.64%
+22.3%
Q4 2018$959,0007,2750.52%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders