PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 112 filers reported holding ISHARES TR in Q3 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 Q3 2022
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders