ILCG — ISHARES TR

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported ISHARES TR (ILCG) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.81% in 2024 Q4. The latest visible filing shows ILCG at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ILCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ILCG was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ILCG stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held ILCG — position size vs. price
% of Fund (quarterly)    ILCG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,833 -997 -4.4% 0.66% $2.3M 2026-02-14 (Est.) $100.32
2025 Q3 ADDED 22,830 +3 +0.0% 0.72% $2.4M 2025-11-12 $105.45
2025 Q2 ADDED 22,827 +3 +0.0% 0.74% $2.2M 2025-08-11 $100.23
2025 Q1 REDUCED 22,824 -278 -1.2% 0.67% $1.8M 2025-05-15 $90.46
2024 Q4 REDUCED 23,102 -17 -0.1% 0.81% $2.1M 2025-02-18 $92.93
2024 Q3 ADDED 23,119 +4 +0.0% 0.76% $1.9M 2024-11-12 $89.45
2024 Q2 UNCHANGED 23,115 — 0% 0.80% $1.9M 2024-08-08 $75.87
2024 Q1 REDUCED 23,115 -200 -0.9% 0.77% $1.7M 2024-05-15 $76.35
2023 Q4 REDUCED 23,315 -750 -3.1% 0.81% $1.6M 2024-02-13 $71.38
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ILCG

As of 2026 Q1 — sorted by position size

LongView Wealth Management 3.6% Asempa Wealth Advisors 2.04% Investors Research Corp 3Y 7Y 1.66% White Pine Investment CO 3Y 7Y 1.62% JIM SAULNIER & ASSOCIATES, LLC 1.53% McKinley Carter Wealth Services, Inc. 3Y 7Y 1.49% STEINBERGANNA WEALTH MANAGEMENT 1.34% Sunburst Financial Group, LLC 3Y 1.04% Shira Ridge Wealth Management 3Y 0.84% Marietta Wealth Management, LLC 3Y 7Y 0.8%

FAQ About Pinnacle Financial Group, LLC / IL and ILCG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning ILCG?

Pinnacle Financial Group, LLC / IL reported ILCG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ILCG position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for ILCG was 0.81% in 2024 Q4.

What is the latest reported ILCG position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 21,833 shares, equal to 0.66% of portfolio, with an estimated market value of $2.3M.

What does the chart on this ILCG ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly ILCG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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