Segment Wealth 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
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$205,000
-9.7%
6,2300.0%0.03%
+13.0%
Q1 2022$227,000
-7.7%
6,2300.0%0.02%
-11.5%
Q4 2021$246,000
+1.7%
6,2300.0%0.03%
-10.3%
Q3 2021$242,000
-1.2%
6,2300.0%0.03%0.0%
Q2 2021$245,000
+2.5%
6,2300.0%0.03%
-9.4%
Q1 2021$239,000
-0.4%
6,2300.0%0.03%
-8.6%
Q4 2020$240,000
+5.7%
6,2300.0%0.04%
-5.4%
Q3 2020$227,000
+5.1%
6,2300.0%0.04%
-7.5%
Q2 2020$216,0006,2300.04%
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