Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,007,468
-52.3%
33,415
-51.1%
0.04%0.0%
Q2 2023$2,112,276
+76.4%
68,292
+78.1%
0.04%
-39.7%
Q1 2023$1,197,302
-37.4%
38,350
-38.8%
0.07%
+15.3%
Q4 2022$1,912,705
+55.9%
62,650
+61.7%
0.06%
-44.3%
Q3 2022$1,227,000
+344.6%
38,752
+361.6%
0.11%
+360.9%
Q2 2022$276,000
-44.4%
8,395
-38.4%
0.02%
-34.3%
Q1 2022$496,000
-37.1%
13,625
-31.9%
0.04%
-37.5%
Q4 2021$789,000
-5.2%
20,015
-6.6%
0.06%
-22.2%
Q3 2021$832,000
+5.3%
21,440
+6.7%
0.07%
+2.9%
Q2 2021$790,000
+43.1%
20,090
+39.7%
0.07%
+25.0%
Q1 2021$552,000
+1246.3%
14,380
+1276.1%
0.06%
+330.8%
Q3 2017$41,000
-97.7%
1,045
-97.7%
0.01%
-96.6%
Q2 2017$1,754,000
+0.6%
44,776
-0.7%
0.38%
+3.2%
Q1 2017$1,744,000
-0.3%
45,072
-1.1%
0.37%
-3.1%
Q4 2016$1,749,000
-12.4%
45,583
-8.9%
0.38%
-28.1%
Q2 2016$1,997,000
+2.9%
50,058
+0.3%
0.53%
-0.9%
Q4 2015$1,940,000
-32.6%
49,926
-33.0%
0.54%
-37.2%
Q3 2015$2,877,000
-1.4%
74,533
+0.0%
0.85%
+11.2%
Q2 2015$2,919,000
-2.1%
74,532
+0.3%
0.77%
-6.1%
Q1 2015$2,982,000
+143.0%
74,346
+91.9%
0.82%
+671.7%
Q3 2011$1,227,00038,7520.11%
Other shareholders
ISHARES TR shareholders Q2 2022
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