PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$623,118
-5.9%
13,255
-1.5%
0.01%
+9.1%
Q2 2023$662,255
+0.9%
13,4550.0%0.01%
-15.4%
Q1 2023$656,200
-1.9%
13,455
-8.5%
0.01%
-13.3%
Q4 2022$669,078
+1.2%
14,705
-11.0%
0.02%0.0%
Q3 2022$661,000
-11.6%
16,525
-0.6%
0.02%
-6.2%
Q2 2022$748,000
-13.9%
16,6250.0%0.02%
+6.7%
Q1 2022$869,000
-6.0%
16,6250.0%0.02%
-6.2%
Q4 2021$924,000
+0.3%
16,6250.0%0.02%
-5.9%
Q3 2021$921,000
-3.7%
16,6250.0%0.02%0.0%
Q2 2021$956,000
+4.3%
16,6250.0%0.02%0.0%
Q1 2021$917,000
+1.0%
16,625
-2.9%
0.02%
-5.6%
Q4 2020$908,000
+15.2%
17,1250.0%0.02%
-5.3%
Q3 2020$788,000
+6.5%
17,1250.0%0.02%
+5.6%
Q2 2020$740,000
+8.2%
17,125
-5.7%
0.02%
-14.3%
Q1 2020$684,000
-25.1%
18,155
-2.3%
0.02%
+5.0%
Q4 2019$913,000
+19.5%
18,580
+12.1%
0.02%
+11.1%
Q3 2019$764,000
-9.0%
16,580
-7.7%
0.02%
-10.0%
Q2 2019$840,000
+1.2%
17,970
+0.2%
0.02%
+5.3%
Q1 2019$830,00017,9400.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders