Autus Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Autus Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,588,576
-10.6%
183,050
-7.3%
1.00%
-16.1%
Q3 2022$6,254,000
-3.3%
197,476
+0.4%
1.20%
+4.1%
Q2 2022$6,466,000
-12.3%
196,644
-2.9%
1.15%
+4.1%
Q1 2022$7,377,000
-36.9%
202,529
-31.7%
1.11%
-6.0%
Q4 2021$11,690,000
+2.9%
296,491
+1.3%
1.18%
-5.3%
Q3 2021$11,356,000
-1.2%
292,617
+0.2%
1.24%
-1.3%
Q2 2021$11,489,000
+1.5%
292,084
-0.9%
1.26%
-5.6%
Q1 2021$11,321,000
+17.8%
294,840
+18.2%
1.33%
+7.6%
Q4 2020$9,609,000
+1.2%
249,509
-4.3%
1.24%
-1.6%
Q3 2020$9,499,000
+9.2%
260,615
+3.8%
1.26%
-0.7%
Q2 2020$8,698,000
+6.6%
251,076
-2.1%
1.27%
-11.7%
Q1 2020$8,163,000
-14.7%
256,381
+0.7%
1.44%
+3.2%
Q4 2019$9,574,000
+5.2%
254,683
+5.0%
1.39%
-2.7%
Q3 2019$9,102,000
+4.9%
242,558
+3.0%
1.43%
+4.3%
Q2 2019$8,674,000
+1.2%
235,412
+0.4%
1.37%
-3.0%
Q1 2019$8,567,000
+5.9%
234,394
-0.8%
1.41%
-9.1%
Q4 2018$8,092,000
-21.1%
236,370
-14.4%
1.55%
-8.6%
Q3 2018$10,258,000
-2.4%
276,258
-0.9%
1.70%
-7.6%
Q2 2018$10,515,000
-1.2%
278,835
-1.6%
1.84%
-4.4%
Q1 2018$10,644,000
+2.8%
283,396
+4.2%
1.92%
+1.9%
Q4 2017$10,359,000
+2.7%
272,103
+4.7%
1.89%
-2.5%
Q3 2017$10,084,000
+3.5%
259,820
+4.5%
1.94%
-1.2%
Q2 2017$9,739,000
+5.8%
248,640
+4.5%
1.96%
+1.7%
Q1 2017$9,204,000
+7.3%
237,843
+3.2%
1.93%
+2.1%
Q4 2016$8,579,000
-2.1%
230,555
+3.9%
1.89%
-3.8%
Q3 2016$8,762,000
+8.1%
221,825
+9.2%
1.96%
+6.4%
Q2 2016$8,106,000
+6.0%
203,210
+3.7%
1.85%
-0.6%
Q1 2016$7,648,000
+6.0%
195,951
+5.5%
1.86%
+1.3%
Q4 2015$7,214,000
+3.6%
185,677
+2.9%
1.83%
-13.7%
Q3 2015$6,962,000
+3.6%
180,369
+5.1%
2.13%
+13.3%
Q2 2015$6,720,000
+5.6%
171,558
+8.2%
1.88%
+6.3%
Q1 2015$6,361,000
+14.7%
158,577
+12.8%
1.76%
+1.1%
Q4 2014$5,546,000
+24.0%
140,605
+24.3%
1.74%
+16.3%
Q3 2014$4,471,000
+65.2%
113,121
+66.8%
1.50%
+60.1%
Q2 2014$2,707,000
+77.3%
67,818
+73.4%
0.94%
+61.8%
Q1 2014$1,527,000
+71.4%
39,118
+61.7%
0.58%
+66.4%
Q4 2013$891,000
+16.3%
24,193
+20.1%
0.35%
+7.4%
Q3 2013$766,000
+32.8%
20,151
+37.3%
0.32%
+24.6%
Q2 2013$577,00014,6780.26%
Other shareholders
ISHARES TR shareholders Q4 2022
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