Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

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 2020
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