Samalin Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 784 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,019
-22.3%
7,662
-20.3%
0.13%
-17.4%
Q2 2023$297,474
-2.2%
9,618
-1.2%
0.16%
-12.0%
Q1 2023$304,032
+3.2%
9,738
+0.9%
0.18%
-1.6%
Q4 2022$294,695
-1.8%
9,653
+1.9%
0.19%
-15.5%
Q3 2022$300,000
-2.6%
9,476
+1.0%
0.22%
+1.4%
Q2 2022$308,000
-9.1%
9,379
+0.9%
0.22%
+5.3%
Q1 2022$339,000
-13.1%
9,295
-6.1%
0.21%
-12.0%
Q4 2021$390,000
-1.3%
9,898
-2.9%
0.23%
-8.9%
Q3 2021$395,000
-4.4%
10,189
-2.9%
0.26%
-4.1%
Q2 2021$413,000
-21.5%
10,495
-23.4%
0.27%
-24.1%
Q1 2021$526,000
+4.0%
13,703
+4.3%
0.35%
-7.1%
Q4 2020$506,000
-3.1%
13,134
-8.3%
0.38%
-18.5%
Q3 2020$522,000
-2.1%
14,316
-7.0%
0.47%
-16.5%
Q2 2020$533,000
+15.1%
15,400
+5.8%
0.56%
-9.9%
Q1 2020$463,000
-32.1%
14,557
-19.8%
0.62%
+8.0%
Q4 2019$682,00018,1460.57%
Other shareholders
ISHARES TR shareholders Q1 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