Pinnacle Family Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pinnacle Family Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$238,816
-55.4%
10,836
-53.7%
0.14%
-52.6%
Q2 2023$536,007
+150.3%
23,406
+155.6%
0.29%
+122.3%
Q1 2023$214,113
-56.1%
9,158
-57.4%
0.13%
-62.8%
Q4 2022$487,948
-48.9%
21,477
-48.8%
0.35%
-57.7%
Q3 2022$954,000
+17.8%
41,923
+23.7%
0.83%
+24.8%
Q2 2022$810,000
-3.7%
33,884
+0.4%
0.66%
+47.8%
Q1 2022$841,000
+2.3%
33,749
+9.5%
0.45%
+20.4%
Q4 2021$822,000
-28.7%
30,807
-29.1%
0.37%
-27.9%
Q3 2021$1,153,000
-1.9%
43,475
-1.6%
0.52%
+0.6%
Q2 2021$1,175,000
+6.6%
44,175
+5.0%
0.51%
-11.2%
Q1 2021$1,102,000
+49.7%
42,073
+55.7%
0.58%
+28.4%
Q4 2020$736,00027,0290.45%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders