PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,438,000
-0.1%
13,0430.0%0.02%0.0%
Q4 2021$1,440,000
-0.1%
13,0430.0%0.02%
-7.4%
Q3 2021$1,441,0000.0%13,0430.0%0.03%
+3.8%
Q2 2021$1,441,000
-19.9%
13,043
-19.8%
0.03%
-23.5%
Q1 2021$1,798,0000.0%16,2690.0%0.03%
-8.1%
Q4 2020$1,798,000
+84.4%
16,269
+84.6%
0.04%
+60.9%
Q3 2020$975,000
-1.0%
8,811
-1.0%
0.02%
-4.2%
Q2 2020$985,0008,8960.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders