Charles Schwab Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 705 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 13.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Charles Schwab Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$497,281
-0.5%
15,928
+0.8%
0.00%0.0%
Q3 2022$500,000
-3.5%
15,795
+0.1%
0.00%0.0%
Q2 2022$518,000
+38.9%
15,775
+53.9%
0.00%0.0%
Q1 2022$373,000
-67.4%
10,247
-64.7%
0.00%
-50.0%
Q4 2021$1,144,000
+17.7%
29,007
+15.8%
0.00%0.0%
Q3 2021$972,000
-3.0%
25,048
-1.7%
0.00%0.0%
Q2 2021$1,002,000
+1.4%
25,485
-0.9%
0.00%0.0%
Q1 2021$988,000
+66.3%
25,729
+66.6%
0.00%
+100.0%
Q4 2020$594,000
-22.6%
15,447
-24.4%
0.00%
-50.0%
Q1 2018$767,000
+9.4%
20,424
+10.9%
0.00%
-33.3%
Q4 2017$701,000
+25.0%
18,409
+27.4%
0.00%
+50.0%
Q3 2017$561,000
+6.2%
14,446
+7.2%
0.00%
-33.3%
Q2 2017$528,000
+33.3%
13,482
+31.9%
0.00%
+50.0%
Q1 2017$396,000
+43.0%
10,225
+37.1%
0.00%0.0%
Q4 2016$277,000
+8.6%
7,457
+15.3%
0.00%0.0%
Q3 2016$255,000
-70.6%
6,465
-70.2%
0.00%
-75.0%
Q2 2016$866,000
+6.0%
21,700
+3.6%
0.01%
-11.1%
Q1 2016$817,000
-13.0%
20,944
-13.4%
0.01%
-18.2%
Q4 2015$939,000
-8.2%
24,178
-8.8%
0.01%
-21.4%
Q3 2015$1,023,00026,5070.01%
Other shareholders
ISHARES TR shareholders Q2 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