PINNACLE ASSOCIATES LTD - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 97 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PINNACLE ASSOCIATES LTD ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$200,000
-7.4%
3,495
-51.8%
0.00%
-57.1%
Q1 2020$216,000
-74.0%
7,250
-62.5%
0.01%
-61.1%
Q4 2019$830,00019,3500.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,877,546$200,585,46915.61%
Ullmann Wealth Partners Group, LLC 465,840$24,097,8944.50%
Financial Management Professionals, Inc. 443,337$22,9344.03%
Clearwater Capital Advisors, LLC 456,504$23,614,9522.89%
GEM Asset Management, LLC 62,099$3,212,3852.54%
Acropolis Investment Management, LLC 626,500$32,408,8462.51%
CORA CAPITAL ADVISORS LLC 72,030$3,726,1122.50%
Addison Advisors LLC 96,504$4,992,1532.32%
Wade Financial Advisory, Inc 101,837$5,268,0232.26%
GYL FINANCIAL SYNERGIES, LLC 257,518$13,321,4261.29%
View complete list of ISHARES TR shareholders