PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 186 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,082,377
-7.0%
13,790
+1.3%
0.02%0.0%
Q2 2023$1,163,266
+21.6%
13,6150.0%0.02%0.0%
Q1 2023$956,998
+16.0%
13,6150.0%0.02%
+11.1%
Q4 2022$825,137
-6.2%
13,615
-19.5%
0.02%
-10.0%
Q3 2022$880,000
-5.0%
16,903
-4.2%
0.02%0.0%
Q2 2022$926,000
-17.1%
17,643
-6.4%
0.02%0.0%
Q1 2022$1,117,000
-29.9%
18,845
-2.0%
0.02%
-25.9%
Q4 2021$1,594,000
+18.9%
19,229
-5.1%
0.03%
+8.0%
Q3 2021$1,341,000
-3.7%
20,259
+0.8%
0.02%0.0%
Q2 2021$1,392,000
+3.9%
20,107
+1.8%
0.02%
-3.8%
Q1 2021$1,340,000
+48.2%
19,745
+21.9%
0.03%
+44.4%
Q4 2020$904,000
+24.7%
16,197
+26.5%
0.02%
+5.9%
Q3 2020$725,000
-13.3%
12,801
-32.4%
0.02%
-19.0%
Q2 2020$836,000
+65.5%
18,924
+8.3%
0.02%
+40.0%
Q1 2020$505,000
-6.8%
17,469
+43.3%
0.02%
+25.0%
Q4 2019$542,000
-14.2%
12,194
-16.5%
0.01%
-20.0%
Q3 2019$632,000
-0.5%
14,599
-12.1%
0.02%0.0%
Q2 2019$635,000
+48.0%
16,614
+36.5%
0.02%
+50.0%
Q1 2019$429,000
+0.7%
12,170
-14.3%
0.01%
-9.1%
Q4 2018$426,000
-17.1%
14,195
-2.4%
0.01%0.0%
Q3 2018$514,000
-7.4%
14,5450.0%0.01%0.0%
Q2 2018$555,000
+5.1%
14,545
+8.8%
0.01%
+10.0%
Q1 2018$528,00013,3700.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders