PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$204,000
-3.8%
6,5500.0%0.00%0.0%
Q2 2021$212,000
+2.9%
6,5500.0%0.00%0.0%
Q1 2021$206,000
-5.9%
6,550
-25.3%
0.00%
-20.0%
Q3 2020$219,000
-0.5%
8,7690.0%0.01%0.0%
Q2 2020$220,000
-40.9%
8,769
-21.0%
0.01%
-37.5%
Q4 2019$372,000
+22.4%
11,094
+12.3%
0.01%
+14.3%
Q3 2019$304,000
-33.8%
9,882
-33.8%
0.01%
-36.4%
Q2 2019$459,000
-1.3%
14,932
-1.0%
0.01%0.0%
Q1 2019$465,000
+11.0%
15,082
+3.4%
0.01%0.0%
Q4 2018$419,000
+4.8%
14,582
+19.0%
0.01%
+37.5%
Q3 2018$400,00012,2570.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders