PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 419 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,985,401
-4.1%
18,923
-0.5%
0.04%
+2.8%
Q2 2023$2,071,034
+17.3%
19,0230.0%0.04%0.0%
Q1 2023$1,765,525
+23.9%
19,023
-0.5%
0.04%
+16.1%
Q4 2022$1,424,472
+2.3%
19,123
+0.8%
0.03%
-3.1%
Q3 2022$1,392,000
-8.2%
18,9730.0%0.03%
-3.0%
Q2 2022$1,517,000
-25.0%
18,973
-3.4%
0.03%
-8.3%
Q1 2022$2,023,000
-16.9%
19,631
-7.4%
0.04%
-14.3%
Q4 2021$2,435,000
+13.1%
21,211
-0.2%
0.04%
+5.0%
Q3 2021$2,153,000
+0.4%
21,261
-1.4%
0.04%
+2.6%
Q2 2021$2,144,000
+15.2%
21,566
+1.6%
0.04%
+11.4%
Q1 2021$1,861,000
+3.1%
21,2160.0%0.04%
-5.4%
Q4 2020$1,805,000
+13.0%
21,216
+299.8%
0.04%
-2.6%
Q3 2020$1,598,000
+9.3%
5,307
-2.0%
0.04%
+5.6%
Q2 2020$1,462,000
+73.0%
5,417
+31.0%
0.04%
+38.5%
Q1 2020$845,0004,1340.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders