Pinnacle Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 108 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pinnacle Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$385,000
-26.2%
7,980
-20.8%
0.15%
-7.4%
Q1 2022$522,000
-19.4%
10,080
-12.8%
0.16%
-19.7%
Q4 2021$648,00011,5600.20%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Pacific Wealth Management 467,634$22,371,63114.37%
Compass Ion Advisors, LLC 680,012$32,531,7678.21%
STERLING INVESTMENT ADVISORS LLC /ADV 144,155$6,896,3904.46%
Stratos Investment Management, LLC 385,923$18,462,6013.11%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 161,694$7,735,4312.07%
ShoreHaven Wealth Partners, LLC 57,993$2,774,3851.95%
LFA - Lugano Financial Advisors SA 48,090$2,300,6261.74%
SeaBridge Investment Advisors LLC 77,607$3,712,7191.30%
COLTON GROOME FINANCIAL ADVISORS, LLC 53,982$2,582,4991.23%
VALICENTI ADVISORY SERVICES INC 70,231$3,3601.12%
View complete list of ISHARES TR shareholders