Baltimore-Washington Financial Advisors, Inc. - 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
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,827,114
-17.8%
188,397
-17.0%
0.46%
-25.6%
Q1 2023$7,088,220
-6.3%
227,041
-8.4%
0.62%
-15.7%
Q4 2022$7,565,299
-20.6%
247,799
-16.1%
0.74%
-7.6%
Q3 2022$9,533,000
-13.2%
295,422
-11.6%
0.80%
-31.9%
Q2 2022$10,989,000
+1.6%
334,244
+18.6%
1.18%
+11.5%
Q1 2022$10,814,000
-24.6%
281,722
-22.6%
1.06%
-8.9%
Q4 2021$14,347,000
+6.1%
363,883
+4.4%
1.16%
-2.8%
Q3 2021$13,526,000
+9.6%
348,534
+11.1%
1.19%
+3.7%
Q2 2021$12,336,000
+14.0%
313,630
+11.3%
1.15%
+4.2%
Q1 2021$10,821,000
-0.0%
281,803
+0.2%
1.10%
-6.6%
Q4 2020$10,826,000
+6.8%
281,146
+1.1%
1.18%
-10.1%
Q3 2020$10,135,000
+0.8%
278,064
-4.2%
1.31%
-5.3%
Q2 2020$10,055,000
+6.2%
290,278
-2.4%
1.38%
-18.9%
Q1 2020$9,467,000
-11.9%
297,335
+4.0%
1.71%
+8.2%
Q4 2019$10,746,000
+6.4%
285,884
+6.3%
1.58%
-4.9%
Q3 2019$10,096,000
+1.6%
269,028
-0.2%
1.66%
-0.8%
Q2 2019$9,933,000
+5.1%
269,562
+4.2%
1.67%
+1.1%
Q1 2019$9,451,000
+4.7%
258,585
-2.0%
1.65%
-11.4%
Q4 2018$9,027,000
-8.7%
263,732
-1.0%
1.87%
+4.4%
Q3 2018$9,889,000
+3.4%
266,358
+5.0%
1.79%
-5.7%
Q2 2018$9,564,000
+7.9%
253,615
+7.5%
1.90%
-1.9%
Q1 2018$8,861,000
-12.4%
235,932
-11.2%
1.94%
-8.9%
Q4 2017$10,113,000
+2.4%
265,664
+4.4%
2.12%
-5.3%
Q3 2017$9,880,000
+2.8%
254,583
+3.8%
2.24%
-2.9%
Q2 2017$9,612,000
+5.8%
245,381
+4.5%
2.31%
-0.2%
Q1 2017$9,088,000
+8.1%
234,833
+4.0%
2.31%
+0.6%
Q4 2016$8,405,000
-2.4%
225,886
+3.6%
2.30%
-6.1%
Q3 2016$8,611,000
+21.2%
217,991
+22.4%
2.45%
+16.0%
Q2 2016$7,102,000
+24.1%
178,057
+21.4%
2.11%
+21.7%
Q1 2016$5,722,000
+33.2%
146,617
+32.6%
1.74%
+29.2%
Q4 2015$4,296,000
+21.4%
110,581
+20.6%
1.34%
+19.6%
Q3 2015$3,540,000
+6.7%
91,727
+8.2%
1.12%
+13.9%
Q2 2015$3,319,000
+15.5%
84,737
+18.3%
0.99%
+18.1%
Q1 2015$2,873,000
+31.4%
71,618
+29.2%
0.84%
+28.6%
Q4 2014$2,187,000
+517.8%
55,442
+519.8%
0.65%
+475.2%
Q3 2014$354,0008,9450.11%
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