VALLEY FINANCIAL MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY FINANCIAL MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,295,553
+102.2%
41,887
+104.1%
0.67%
+69.4%
Q1 2023$640,737
-28.0%
20,523
-29.6%
0.40%
-20.0%
Q4 2022$889,578
-99.9%
29,138
+10.9%
0.50%
-0.8%
Q3 2022$832,112,00026,2740.50%
Other shareholders
ISHARES TR shareholders Q3 2023
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