Pinnacle Financial Group, LLC / IL - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,046 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.8%.

Quarter-by-quarter ownership
Pinnacle Financial Group, LLC / IL ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$492,288
-6.2%
3,200
-1.7%
0.29%
-1.7%
Q2 2023$524,835
+6.2%
3,2560.0%0.30%
+1.0%
Q1 2023$494,131
+1.2%
3,256
-3.3%
0.30%
-14.5%
Q4 2022$488,460
+14.9%
3,367
+1.7%
0.34%
-6.2%
Q3 2022$425,000
-6.6%
3,310
+0.0%
0.37%
-5.2%
Q2 2022$455,000
-11.7%
3,3090.0%0.39%
-7.0%
Q1 2022$515,000
-11.4%
3,309
-10.8%
0.42%
-7.1%
Q4 2021$581,0003,7080.45%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 663,169$62,185,00015.53%
FIRST HAWAIIAN BANK 804,869$75,473,00012.34%
AFFINITY WEALTH MANAGEMENT LLC 159,564$14,962,00011.97%
LVZ, Inc. 171,905$16,120,00011.94%
Berkshire Money Management, Inc. 417,343$39,134,00011.71%
Valmark Advisers, Inc. 5,267,779$493,960,00011.50%
Efficient Advisors, LLC 431,367$40,449,0009.25%
TD Ameritrade Trust Co 374,344$35,469,0008.61%
PHILLIPS FINANCIAL MANAGEMENT, LLC 311,512$28,611,0008.20%
Betterment LLC 968,790$90,843,0007.94%
View complete list of ISHARES TR shareholders