ATWOOD & PALMER INC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 692 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 26.32 and the average weighting 0.6%.

Quarter-by-quarter ownership
ATWOOD & PALMER INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$109,596
-72.9%
3,635
-72.2%
0.01%
-72.2%
Q2 2023$404,348
-25.2%
13,073
-24.5%
0.04%
-29.4%
Q1 2023$540,668
-0.6%
17,318
-2.8%
0.05%
+4.1%
Q4 2022$543,739
-14.4%
17,810
-11.2%
0.05%
-22.2%
Q3 2022$635,000
-29.6%
20,060
-26.9%
0.06%
-28.4%
Q2 2022$902,000
-91.5%
27,432
-90.6%
0.09%
-90.4%
Q1 2022$10,649,000
-18.7%
292,395
-12.0%
0.92%
-16.2%
Q4 2021$13,102,000
+3.4%
332,278
+1.8%
1.10%
-2.9%
Q3 2021$12,667,000
+2.0%
326,386
+3.4%
1.13%
+1.3%
Q2 2021$12,420,000
+1.5%
315,748
-1.0%
1.12%
-5.3%
Q1 2021$12,242,000
+31.7%
318,795
+32.1%
1.18%
+18.0%
Q4 2020$9,295,000
+464650.0%
241,361
+603302.5%
1.00%
Q2 2018$2,000
-95.7%
40
-96.6%
0.00%
-100.0%
Q3 2016$46,000
-2.1%
1,1680.0%0.01%0.0%
Q2 2016$47,000
+2.2%
1,1680.0%0.01%0.0%
Q1 2016$46,0001,1680.01%
Other shareholders
ISHARES TR shareholders Q3 2018
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