W.G. Shaheen & Associates DBA Whitney & Co - 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
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,309,867
-5.8%
43,445
-3.3%
0.20%
-1.5%
Q2 2023$1,390,149
-7.7%
44,945
-6.8%
0.20%
-16.3%
Q1 2023$1,505,428
+2.1%
48,220
-0.2%
0.24%
-11.8%
Q4 2022$1,474,446
-5.4%
48,295
-1.8%
0.27%
-10.6%
Q3 2022$1,558,000
-3.7%
49,1960.0%0.30%
+3.1%
Q2 2022$1,618,000
-10.3%
49,196
-0.6%
0.29%
+6.1%
Q1 2022$1,803,000
-61.6%
49,495
-58.4%
0.28%
-59.8%
Q4 2021$4,690,000
-3.1%
118,939
-4.6%
0.69%
-11.0%
Q3 2021$4,841,000
+0.0%
124,734
+1.4%
0.77%0.0%
Q2 2021$4,840,000
+1.0%
123,034
-1.4%
0.77%
-7.9%
Q1 2021$4,790,000
+2.1%
124,731
+1.5%
0.84%
+11.0%
Q4 2020$4,693,000
+11.5%
122,921
+6.5%
0.76%
-4.1%
Q3 2020$4,208,000
+2.3%
115,436
-2.8%
0.79%
-6.2%
Q2 2020$4,114,000
-8.2%
118,763
-15.6%
0.84%
-24.0%
Q1 2020$4,483,000
-12.7%
140,789
+3.0%
1.11%
+8.1%
Q4 2019$5,138,000
+9.7%
136,693
+9.2%
1.02%
+4.7%
Q3 2019$4,682,000
-3.0%
125,218
-4.4%
0.98%
-10.0%
Q2 2019$4,826,000
+11.8%
130,955
+11.1%
1.08%
+11.1%
Q1 2019$4,317,000
+60.9%
117,896
+57.6%
0.98%
+42.6%
Q4 2018$2,683,000
+57.0%
74,822
+58.0%
0.68%
+66.3%
Q3 2018$1,709,000
+82.2%
47,341
+90.2%
0.41%
+64.1%
Q2 2018$938,000
+357.6%
24,884
+355.3%
0.25%
+325.4%
Q1 2018$205,0005,4650.06%
Other shareholders
ISHARES TR shareholders Q3 2021
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