CapWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
CapWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$237,000
-22.3%
6,009
-23.5%
0.02%
-27.3%
Q3 2021$305,000
-28.4%
7,853
-27.6%
0.03%
-28.3%
Q2 2021$426,000
+0.7%
10,842
-1.6%
0.05%
-4.2%
Q1 2021$423,000
+1.0%
11,023
+1.4%
0.05%
-4.0%
Q4 2020$419,000
+145.0%
10,869
+150.4%
0.05%
+22.0%
Q3 2016$171,000
-16.2%
4,340
-15.2%
0.04%
-18.0%
Q2 2016$204,000
+2.0%
5,1200.0%0.05%
-2.0%
Q1 2016$200,000
-3.8%
5,120
-4.6%
0.05%
+2.0%
Q4 2015$208,000
+0.5%
5,3650.0%0.05%
-3.8%
Q3 2015$207,000
-1.4%
5,3650.0%0.05%
+4.0%
Q2 2015$210,000
-2.3%
5,3650.0%0.05%
-2.0%
Q1 2015$215,000
-21.8%
5,365
-23.0%
0.05%
-21.5%
Q4 2014$275,000
-6.1%
6,965
-5.9%
0.06%
-3.0%
Q3 2014$293,000
-1.0%
7,4050.0%0.07%
-1.5%
Q2 2014$296,000
+1.7%
7,405
-0.5%
0.07%
-12.8%
Q1 2014$291,000
-10.5%
7,445
-15.7%
0.08%
-4.9%
Q4 2013$325,000
+733.3%
8,835
+747.1%
0.08%
+645.5%
Q3 2013$39,000
-91.6%
1,043
-91.2%
0.01%
-91.9%
Q2 2013$464,00011,8150.14%
Other shareholders
ISHARES TR shareholders Q1 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