Pinnacle Family Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 194 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Pinnacle Family Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,750,024
+134.3%
14,026
+103.2%
1.25%
+93.2%
Q3 2022$747,000
-51.7%
6,903
-47.5%
0.65%
-48.8%
Q2 2022$1,548,000
-51.5%
13,145
-38.4%
1.26%
-25.6%
Q1 2022$3,192,000
-41.7%
21,345
-49.2%
1.70%
-28.9%
Q2 2021$5,478,000
+276.2%
42,025
+227.3%
2.39%
+168.5%
Q4 2020$1,456,000
-50.1%
12,838
-56.5%
0.89%
-54.8%
Q3 2020$2,917,000
-57.9%
29,540
-59.0%
1.97%
-50.1%
Q1 2018$6,924,000
-40.9%
72,070
-37.1%
3.95%
-26.8%
Q4 2017$11,707,000
+705.2%
114,550
+654.9%
5.40%
+689.2%
Q3 2017$1,454,000
-77.9%
15,175
-79.4%
0.68%
-81.4%
Q2 2017$6,584,000
+665.6%
73,690
+664.0%
3.68%
+590.8%
Q1 2017$860,000
-78.5%
9,645
-80.0%
0.53%
-78.3%
Q4 2016$4,001,00048,1152.45%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders