J.W. COLE ADVISORS, INC. - 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$972,471
-22.6%
32,254
-20.6%
0.07%
-20.0%
Q2 2023$1,255,842
-27.7%
40,603
-27.0%
0.09%
-27.4%
Q1 2023$1,737,259
-6.2%
55,646
-8.3%
0.12%
-13.3%
Q4 2022$1,852,731
-9.8%
60,685
-6.4%
0.14%
-16.4%
Q3 2022$2,053,000
-16.6%
64,838
-13.4%
0.17%
-12.8%
Q2 2022$2,462,000
-36.3%
74,873
-29.4%
0.20%
-24.3%
Q1 2022$3,862,000
-8.6%
106,053
-1.0%
0.26%
-5.8%
Q4 2021$4,225,000
-6.3%
107,143
-6.6%
0.28%
-22.5%
Q2 2021$4,511,000
+31.2%
114,693
+28.1%
0.36%
+7.3%
Q1 2021$3,439,000
+4.4%
89,567
+4.7%
0.33%
-3.2%
Q4 2020$3,295,000
-7.9%
85,570
-12.8%
0.34%
+24.8%
Q3 2020$3,578,000
+22.4%
98,161
+16.3%
0.27%
-37.6%
Q2 2020$2,923,000
-17.1%
84,390
-10.0%
0.44%
-1.1%
Q4 2019$3,524,00093,7470.44%
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