Pinnacle Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pinnacle Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,010,000
+10.1%
21,766
+32.8%
0.79%
+38.3%
Q1 2022$1,825,000
+14.4%
16,392
+21.2%
0.57%
+13.8%
Q4 2021$1,595,00013,5300.50%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders