PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$219,000
-33.6%
9,302
-22.1%
0.01%
-16.7%
Q1 2022$330,000
-4.1%
11,944
+0.0%
0.01%0.0%
Q4 2021$344,000
-0.6%
11,943
+0.1%
0.01%0.0%
Q3 2021$346,000
-4.9%
11,934
-1.5%
0.01%
-14.3%
Q2 2021$364,000
-12.9%
12,114
-16.8%
0.01%
-12.5%
Q1 2021$418,000
+5.6%
14,5630.0%0.01%0.0%
Q4 2020$396,000
+11.9%
14,563
+0.0%
0.01%0.0%
Q3 2020$354,0000.0%14,560
-5.8%
0.01%
-11.1%
Q2 2020$354,000
-44.1%
15,450
-50.6%
0.01%
-52.6%
Q1 2020$633,000
+84.5%
31,250
+146.6%
0.02%
+137.5%
Q4 2019$343,00012,6700.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders