LBMC INVESTMENT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
LBMC INVESTMENT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$682,125
-6.1%
23,4810.0%0.07%
+2.8%
Q2 2023$726,269
-44.7%
23,481
-44.2%
0.07%
-46.6%
Q1 2023$1,312,868
+79.2%
42,052
+75.2%
0.13%
+72.7%
Q4 2022$732,753
-45.1%
24,001
-43.1%
0.08%
-50.0%
Q3 2022$1,335,000
-3.7%
42,1640.0%0.15%
+2.7%
Q2 2022$1,386,000
-9.8%
42,1640.0%0.15%
+10.3%
Q1 2022$1,536,000
-8.6%
42,164
-1.0%
0.14%
-6.2%
Q4 2021$1,680,000
+2.9%
42,608
+1179.9%
0.14%
-5.2%
Q3 2021$1,633,000
-1.4%
3,329
-92.1%
0.15%
-2.5%
Q2 2021$1,656,000
+2.5%
42,088
-0.0%
0.16%
-7.6%
Q1 2021$1,616,000
-4.3%
42,089
-4.0%
0.17%
-14.6%
Q4 2020$1,688,000
+9.2%
43,831
+3.3%
0.20%
-7.0%
Q3 2020$1,546,000
-5.5%
42,411
-10.2%
0.21%
-17.1%
Q2 2020$1,636,000
+6.7%
47,215
-2.0%
0.26%
-9.8%
Q1 2020$1,533,000
-15.3%
48,161
+0.0%
0.29%
+12.2%
Q4 2019$1,810,000
+0.3%
48,138
+0.1%
0.26%
-6.9%
Q3 2019$1,805,000
+1.9%
48,093
+0.1%
0.27%
+2.2%
Q2 2019$1,771,000
+0.9%
48,060
+0.1%
0.27%
-3.6%
Q1 2019$1,755,000
+6.8%
48,024
+0.1%
0.28%
-8.3%
Q4 2018$1,643,000
-8.6%
48,000
-0.9%
0.30%
+5.6%
Q3 2018$1,798,000
-6.5%
48,432
-5.0%
0.29%
-9.5%
Q2 2018$1,923,000
+1.5%
51,006
+1.1%
0.32%
-3.4%
Q1 2018$1,895,000
-1.3%
50,440
+0.1%
0.33%
+4.8%
Q4 2017$1,919,000
-1.7%
50,395
+0.2%
0.31%
-7.1%
Q3 2017$1,953,000
+54.1%
50,318
+55.5%
0.34%
+51.1%
Q2 2017$1,267,000
-0.2%
32,353
-1.3%
0.22%
-1.8%
Q1 2017$1,269,000
+18.2%
32,784
+13.6%
0.23%
+12.9%
Q4 2016$1,074,000
-9.7%
28,861
-4.2%
0.20%
-11.8%
Q3 2016$1,190,000
-7.3%
30,130
-6.4%
0.23%
-11.3%
Q2 2016$1,284,000
+121.4%
32,177
+116.5%
0.26%
+114.2%
Q1 2016$580,000
+5.8%
14,861
+5.4%
0.12%
+1.7%
Q4 2015$548,000
+1.7%
14,100
+1.0%
0.12%
-3.3%
Q3 2015$539,000
-0.2%
13,956
+1.1%
0.12%
+6.1%
Q2 2015$540,000
+27.7%
13,799
+30.9%
0.12%
+21.1%
Q1 2015$423,000
+3.9%
10,538
+2.1%
0.10%
+1.1%
Q4 2014$407,000
+0.5%
10,325
+0.7%
0.09%
-4.1%
Q3 2014$405,000
-0.2%
10,258
+0.7%
0.10%
-10.9%
Q2 2014$406,000
+2.8%
10,184
+0.7%
0.11%
+11.1%
Q1 2014$395,000
-7.1%
10,110
-12.4%
0.10%
-10.8%
Q4 2013$425,000
-20.4%
11,540
-17.8%
0.11%
-29.7%
Q3 2013$534,000
+1.3%
14,040
+4.6%
0.16%
-13.7%
Q2 2013$527,00013,4260.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders