SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$586,228
-31.2%
19,444
-29.5%
0.07%
-33.0%
Q2 2023$852,615
+10.1%
27,566
+11.2%
0.11%
+6.9%
Q1 2023$774,232
+13.5%
24,799
+11.0%
0.10%
+8.5%
Q4 2022$682,001
-27.6%
22,339
-24.9%
0.09%
-36.9%
Q3 2022$942,000
-40.1%
29,759
-37.7%
0.15%
-37.4%
Q2 2022$1,572,000
-17.4%
47,795
-8.6%
0.24%
-6.3%
Q1 2022$1,904,000
-19.6%
52,268
-12.9%
0.25%
-15.3%
Q4 2021$2,367,000
-6.4%
60,034
-7.9%
0.30%
-13.3%
Q3 2021$2,529,000
-10.2%
65,152
-8.9%
0.35%
-9.9%
Q2 2021$2,815,000
-20.3%
71,554
-22.0%
0.38%
-26.6%
Q4 2020$3,534,000
-0.8%
91,779
-6.1%
0.52%
-13.0%
Q3 2020$3,564,000
+1.0%
97,778
-4.0%
0.60%
-4.3%
Q2 2020$3,528,000
+5.4%
101,848
-3.1%
0.63%
-18.5%
Q1 2020$3,347,000
+8707.9%
105,132
+10257.8%
0.77%
+6909.1%
Q4 2019$38,0000.0%1,0150.0%0.01%0.0%
Q3 2019$38,000
+2.7%
1,0150.0%0.01%
-8.3%
Q2 2019$37,000
-31.5%
1,015
-35.6%
0.01%
-42.9%
Q4 2018$54,000
-6.9%
1,575
+0.7%
0.02%
-8.7%
Q3 2018$58,000
-56.4%
1,564
-55.7%
0.02%
-60.3%
Q2 2018$133,000
+38.5%
3,529
+37.8%
0.06%
+16.0%
Q1 2018$96,000
-31.4%
2,561
-30.7%
0.05%
-18.0%
Q4 2017$140,000
+21.7%
3,697
+23.8%
0.06%
+10.9%
Q3 2017$115,000
-27.2%
2,986
-25.9%
0.06%
-27.6%
Q2 2017$158,000
-2.5%
4,027
-4.1%
0.08%
-2.6%
Q1 2017$162,000
+4.5%
4,197
+0.5%
0.08%0.0%
Q4 2016$155,0004,1750.08%
Other shareholders
ISHARES TR shareholders Q1 2022
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