PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 565 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 3.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,669,166
-15.6%
34,416
-1.8%
0.03%
-8.8%
Q2 2023$1,978,686
+8.0%
35,046
+3.2%
0.03%
-8.1%
Q1 2023$1,832,390
-1.6%
33,946
-4.2%
0.04%
-9.8%
Q4 2022$1,862,697
+4.4%
35,433
-6.3%
0.04%0.0%
Q3 2022$1,784,000
-11.2%
37,821
-5.0%
0.04%
-6.8%
Q2 2022$2,008,000
-20.4%
39,800
-3.8%
0.04%
-2.2%
Q1 2022$2,522,000
-8.0%
41,370
-0.6%
0.04%
-4.3%
Q4 2021$2,742,000
+7.0%
41,635
+2.0%
0.05%0.0%
Q3 2021$2,563,000
+4.7%
40,830
+502.2%
0.05%
+6.8%
Q2 2021$2,448,000
+57.1%
6,780
+43.8%
0.04%
+46.7%
Q1 2021$1,558,000
+26.1%
4,715
+24.9%
0.03%
+20.0%
Q4 2020$1,236,000
+11.5%
3,775
+2.0%
0.02%
-3.8%
Q3 2020$1,109,000
+25.6%
3,700
+10.9%
0.03%
+18.2%
Q2 2020$883,000
+30.2%
3,335
+10.8%
0.02%
+4.8%
Q1 2020$678,0003,0100.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders