Pinnacle Family Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Pinnacle Family Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$863,427
+0.6%
9,456
-9.1%
0.62%
-17.0%
Q3 2022$858,000
-81.9%
10,402
-80.4%
0.74%
-80.8%
Q2 2022$4,730,000
-21.6%
53,123
-9.9%
3.86%
+20.2%
Q1 2022$6,036,000
+2535.8%
58,950
+2486.7%
3.22%
+3052.0%
Q3 2021$229,000
-98.1%
2,279
-98.0%
0.10%
-98.0%
Q2 2021$11,865,000
+25.3%
112,535
+19.7%
5.18%
+4.3%
Q1 2021$9,471,000
+1186.8%
94,012
+1583.6%
4.97%
+903.4%
Q4 2018$736,000
-21.8%
5,584
-1.0%
0.50%
-0.4%
Q3 2018$941,000
+3.1%
5,640
+1.2%
0.50%
+2.3%
Q2 2018$913,000
+7.5%
5,571
-1.0%
0.49%
+0.4%
Q1 2018$849,000
-84.3%
5,625
-84.0%
0.48%
-80.5%
Q4 2017$5,392,000
+550.4%
35,110
+527.9%
2.49%
+537.4%
Q3 2017$829,0005,5920.39%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders