OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$249,520
+3.4%
8,0000.0%0.13%
+1.6%
Q3 2023$241,200
-2.5%
8,0000.0%0.12%
+2.5%
Q2 2023$247,440
-0.9%
8,0000.0%0.12%
-7.6%
Q1 2023$249,760
-14.7%
8,000
-16.6%
0.13%
-17.6%
Q4 2022$292,731
-7.4%
9,588
-4.0%
0.16%
-6.5%
Q3 2022$316,000
-8.4%
9,988
-4.8%
0.17%
-1.7%
Q2 2022$345,000
-9.7%
10,4880.0%0.17%
+7.5%
Q1 2022$382,000
-6.8%
10,488
+1.0%
0.16%
+0.6%
Q4 2021$410,000
+12.6%
10,388
+10.7%
0.16%
+4.6%
Q3 2021$364,000
-1.4%
9,3880.0%0.15%
+33.0%
Q2 2021$369,000
-0.8%
9,388
-3.1%
0.12%
+5.5%
Q1 2021$372,000
-0.3%
9,6880.0%0.11%
-3.5%
Q4 2020$373,000
-16.0%
9,688
-20.5%
0.11%
-24.2%
Q3 2020$444,000
-31.1%
12,188
-34.4%
0.15%
-33.5%
Q2 2020$644,000
+8.8%
18,5880.0%0.22%
-7.8%
Q1 2020$592,000
-22.4%
18,588
-8.4%
0.24%
+7.5%
Q4 2019$763,000
+2.7%
20,288
+2.5%
0.23%
-3.8%
Q3 2019$743,000
-7.5%
19,788
-9.2%
0.24%
-9.6%
Q2 2019$803,000
+0.9%
21,7880.0%0.26%
-0.4%
Q1 2019$796,000
+3.9%
21,788
-2.7%
0.26%
-0.8%
Q4 2018$766,000
-8.3%
22,388
-0.4%
0.26%
+13.9%
Q3 2018$835,000
-1.5%
22,4880.0%0.23%
-5.3%
Q2 2018$848,000
+0.4%
22,4880.0%0.24%
-1.6%
Q1 2018$845,000
-7.0%
22,488
-5.9%
0.25%
-14.2%
Q4 2017$909,000
-1.9%
23,8880.0%0.29%
-6.8%
Q3 2017$927,000
+1.2%
23,888
+2.1%
0.31%
-2.2%
Q2 2017$916,000
+2.5%
23,388
+1.3%
0.32%0.0%
Q1 2017$894,000
+10.8%
23,088
+6.5%
0.32%
+4.3%
Q4 2016$807,000
-7.5%
21,688
-1.8%
0.30%
-7.3%
Q3 2016$872,000
+3.7%
22,088
+4.7%
0.33%
+0.6%
Q2 2016$841,000
+12.9%
21,088
+10.5%
0.33%
+11.3%
Q1 2016$745,000
+28.9%
19,088
+28.2%
0.29%
+30.8%
Q4 2015$578,000
+4.0%
14,888
+3.4%
0.22%
-0.4%
Q3 2015$556,000
+5.9%
14,400
+9.9%
0.22%
+35.5%
Q1 2015$525,000
-6.2%
13,100
-7.7%
0.17%
-7.8%
Q4 2014$560,000
+5.7%
14,200
+6.0%
0.18%
+2.3%
Q3 2014$530,000
-12.7%
13,400
-11.8%
0.18%
-10.7%
Q2 2014$607,000
+69.1%
15,200
+65.2%
0.20%
+45.9%
Q1 2014$359,000
+30.1%
9,200
+22.7%
0.14%
+29.8%
Q4 2013$276,000
-13.5%
7,500
-10.7%
0.10%
-20.6%
Q3 2013$319,0008,4000.13%
Other shareholders
ISHARES TR shareholders Q3 2021
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