PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q3 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders