WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,412
-3.4%
2790.0%0.00%
Q1 2023$8,710
+2.3%
2790.0%0.00%
Q4 2022$8,518
-5.4%
279
+0.7%
0.00%
Q3 2022$9,000
-99.9%
277
+8.6%
0.00%
Q2 2022$8,384,000
-5.3%
255
+4.9%
0.00%
Q1 2022$8,850,000
-7.6%
2430.0%0.00%
Q4 2021$9,581,000
+5.1%
243
+3.4%
0.00%
Q3 2021$9,120,000
-1.3%
2350.0%0.00%
Q2 2021$9,242,000
+3.7%
235
+1.3%
0.00%
Q1 2021$8,908,000
+48.3%
232
+48.7%
0.00%
Q4 2020$6,007,000
+16.9%
156
+10.6%
0.00%
Q3 2020$5,139,000
+11.5%
141
+6.0%
0.00%
Q2 2020$4,607,000
+8.8%
1330.0%0.00%
Q1 2020$4,234,000
-12.0%
133
+3.9%
0.00%
Q4 2019$4,812,000
+0.2%
1280.0%0.00%
Q3 2019$4,803,000
+1.8%
1280.0%0.00%
Q2 2019$4,716,000
+45.0%
128
+43.8%
0.00%
Q1 2019$3,252,000
+6.8%
890.0%0.00%
Q4 2018$3,046,000
-7.8%
890.0%0.00%
Q3 2018$3,304,000
+4.3%
89
+6.0%
0.00%
Q2 2018$3,167,000
+0.4%
840.0%0.00%
Q1 2018$3,155,000
-1.3%
840.0%0.00%
Q4 2017$3,197,000840.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders