Winch Advisory Services, LLC - 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
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100.0%326
+1.6%
0.00%0.0%
Q2 2023$100.0%321
+1.9%
0.00%0.0%
Q1 2023$100.0%315
+1.0%
0.00%0.0%
Q4 2022$10
-99.9%
312
+2.6%
0.00%0.0%
Q3 2022$10,0000.0%304
+1.3%
0.00%0.0%
Q2 2022$10,000
-9.1%
300
+1.0%
0.00%0.0%
Q1 2022$11,000
-8.3%
297
+0.7%
0.00%0.0%
Q4 2021$12,000
+9.1%
295
+1.4%
0.00%0.0%
Q3 2021$11,0000.0%291
+1.0%
0.00%0.0%
Q2 2021$11,0000.0%288
+1.1%
0.00%0.0%
Q1 2021$11,0000.0%285
+1.1%
0.00%
-20.0%
Q4 2020$11,000
-38.9%
282
-41.6%
0.01%
-37.5%
Q3 2020$18,000
+5.9%
483
+1.3%
0.01%0.0%
Q2 2020$17,000
+41.7%
477
+28.9%
0.01%
+33.3%
Q1 2020$12,000
-14.3%
370
+0.5%
0.01%
-14.3%
Q4 2019$14,0003680.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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