Fernwood Investment Management, 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
Fernwood Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$591,000
+182.8%
14,990
+176.1%
0.19%
+150.6%
Q1 2021$209,0000.0%5,4300.0%0.08%
-6.1%
Q4 2020$209,000
-1.4%
5,430
-3.7%
0.08%
-18.8%
Q4 2019$212,0000.0%5,6360.0%0.10%
-3.8%
Q3 2019$212,000
+1.9%
5,6360.0%0.10%
-7.9%
Q2 2019$208,000
+1.0%
5,6360.0%0.11%
+3.6%
Q1 2019$206,000
-75.5%
5,636
-75.1%
0.11%
-75.2%
Q3 2018$841,000
+287.6%
22,659
+292.8%
0.44%
+266.9%
Q1 2018$217,000
-62.1%
5,769
-61.6%
0.12%
-60.5%
Q4 2017$572,000
+11.5%
15,021
+13.6%
0.31%
-4.7%
Q3 2017$513,000
+8.5%
13,223
+9.6%
0.32%
-6.4%
Q2 2017$473,000
+105.7%
12,064
+107.5%
0.34%
+62.6%
Q3 2016$230,000
-3.8%
5,815
-5.2%
0.21%
-12.8%
Q1 2016$239,000
-3.6%
6,133
-4.0%
0.24%
+14.2%
Q4 2015$248,0006,3880.21%
Other shareholders
ISHARES TR shareholders Q3 2023
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