CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$469,000
-3.7%
14,802
-0.1%
0.02%
+4.8%
Q2 2022$487,000
-9.8%
14,8220.0%0.02%
+5.0%
Q1 2022$540,000
-7.5%
14,8220.0%0.02%0.0%
Q4 2021$584,000
+0.3%
14,8220.0%0.02%
-4.8%
Q3 2021$582,000
-0.3%
14,8220.0%0.02%
-4.5%
Q2 2021$584,000
+2.6%
14,8220.0%0.02%
-4.3%
Q1 2021$569,000
+1.8%
14,822
+2.1%
0.02%
-4.2%
Q4 2020$559,000
+4.7%
14,522
-1.0%
0.02%
-7.7%
Q3 2020$534,000
+5.1%
14,6620.0%0.03%0.0%
Q2 2020$508,000
+10.0%
14,662
+1.0%
0.03%
-7.1%
Q1 2020$462,000
-25.5%
14,522
-12.0%
0.03%
-6.7%
Q4 2019$620,000
+27.8%
16,494
+27.7%
0.03%
+20.0%
Q3 2019$485,000
+10.5%
12,918
+8.4%
0.02%
+8.7%
Q2 2019$439,000
+0.7%
11,9180.0%0.02%0.0%
Q1 2019$436,000
-35.7%
11,918
-39.8%
0.02%
-43.9%
Q4 2018$678,000
-7.1%
19,798
+0.7%
0.04%
+7.9%
Q3 2018$730,000
-0.9%
19,668
+0.7%
0.04%
-7.3%
Q2 2018$737,000
-6.7%
19,531
-7.2%
0.04%
-8.9%
Q1 2018$790,000
-1.0%
21,044
+0.4%
0.04%
+4.7%
Q4 2017$798,000
-1.1%
20,953
+0.8%
0.04%
-12.2%
Q3 2017$807,000
-21.2%
20,794
-20.4%
0.05%
-23.4%
Q2 2017$1,024,000
+35.4%
26,135
+33.8%
0.06%
+33.3%
Q1 2017$756,000
-5.5%
19,539
-9.1%
0.05%
-11.1%
Q4 2016$800,000
-6.2%
21,493
-0.4%
0.05%
-6.9%
Q3 2016$853,00021,5830.06%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders