Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$26,000
+85.7%
667
+66.8%
0.01%
-54.5%
Q4 2018$14,000
-6.7%
4000.0%0.01%
+22.2%
Q3 2018$15,0000.0%4000.0%0.01%
-10.0%
Q2 2018$15,0000.0%4000.0%0.01%0.0%
Q1 2018$15,0000.0%4000.0%0.01%0.0%
Q4 2017$15,000
-6.2%
4000.0%0.01%
+66.7%
Q3 2017$16,000
-96.9%
400
-97.0%
0.01%
-96.8%
Q2 2017$520,000
-1.1%
13,270
-2.4%
0.19%
+1.6%
Q1 2017$526,000
-58.7%
13,592
-60.3%
0.18%
-52.1%
Q4 2016$1,273,000
+48.5%
34,210
+57.7%
0.38%
+15.1%
Q3 2016$857,000
-12.9%
21,691
-12.0%
0.33%
-33.2%
Q2 2016$984,000
+54.0%
24,658
+50.5%
0.50%
+12.2%
Q1 2016$639,000
+82.6%
16,379
+81.8%
0.44%
+11.9%
Q4 2015$350,000
+48.3%
9,011
+50.2%
0.40%
-57.9%
Q2 2013$236,0006,0000.94%
Other shareholders
ISHARES TR shareholders Q3 2021
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