PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 230 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,573,015
+7.7%
62,361
-2.9%
0.05%
+17.1%
Q2 2023$2,389,933
+3.7%
64,211
+5.2%
0.04%
-12.8%
Q1 2023$2,305,663
-2.0%
61,061
+1.2%
0.05%
-7.8%
Q4 2022$2,353,475
+14.9%
60,361
-1.7%
0.05%
+8.5%
Q3 2022$2,048,000
-0.0%
61,436
+1.6%
0.05%
+4.4%
Q2 2022$2,049,000
-6.7%
60,486
-0.4%
0.04%
+15.4%
Q1 2022$2,195,000
+46.8%
60,711
+11.7%
0.04%
+50.0%
Q4 2021$1,495,000
+10.1%
54,361
+7.5%
0.03%
+4.0%
Q3 2021$1,358,000
+5.8%
50,586
+4.8%
0.02%
+8.7%
Q2 2021$1,284,000
+13.4%
48,286
+5.1%
0.02%
+4.5%
Q1 2021$1,132,000
+28.9%
45,925
+6.2%
0.02%
+22.2%
Q4 2020$878,000
+54.3%
43,225
+24.7%
0.02%
+28.6%
Q3 2020$569,000
-0.2%
34,675
+19.0%
0.01%0.0%
Q2 2020$570,000
+39.0%
29,150
+20.2%
0.01%
+16.7%
Q1 2020$410,000
-44.8%
24,250
+0.6%
0.01%
-25.0%
Q4 2019$743,000
+1.9%
24,100
+1.0%
0.02%
-5.9%
Q3 2019$729,00023,8500.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Versant Capital Management, Inc 375,997$14,705,2614.38%
Buttonwood Financial Group, LLC 77,067$3,014,1382.19%
WealthPLAN Partners, LLC 6,659$260,4330.03%
TOMPKINS FINANCIAL CORP 4,828$188,8230.02%
Anchor Investment Management, LLC 3,380$132,1810.02%
Diversified Trust Co 5,281$206,5390.01%
Peoples Bank/KS 150$5,8660.01%
Founders Capital Management 132$5,1630.00%
Pacifica Partners Inc. 168$6,5450.00%
Valued Wealth Advisors LLC 12$5050.00%
View complete list of ISHARES TR shareholders