Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$31,220
+2.3%
1,0000.0%0.00%0.0%
Q4 2022$30,530
-19.7%
1,000
-16.7%
0.00%
-33.3%
Q3 2022$38,000
+18.8%
1,201
+20.1%
0.01%
+20.0%
Q2 2022$32,000
-74.0%
1,000
-70.4%
0.01%
-66.7%
Q1 2022$123,000
-73.0%
3,378
-70.7%
0.02%
-71.7%
Q4 2021$455,000
+1.8%
11,5280.0%0.05%
-1.9%
Q3 2021$447,000
+236.1%
11,528
+241.3%
0.05%
+217.6%
Q2 2021$133,000
+24.3%
3,378
+21.3%
0.02%
-10.5%
Q1 2021$107,000
-31.0%
2,785
-30.9%
0.02%
-38.7%
Q4 2020$155,000
+138.5%
4,028
+125.7%
0.03%
+106.7%
Q3 2020$65,000
+6.6%
1,7850.0%0.02%0.0%
Q2 2020$61,000
+3.4%
1,785
-4.0%
0.02%
-6.2%
Q1 2020$59,000
-16.9%
1,860
-1.3%
0.02%
-5.9%
Q4 2019$71,0000.0%1,8850.0%0.02%
-5.6%
Q3 2019$71,000
+2.9%
1,8850.0%0.02%0.0%
Q2 2019$69,0000.0%1,8850.0%0.02%
-5.3%
Q1 2019$69,000
-49.6%
1,885
-52.8%
0.02%
-51.3%
Q4 2018$137,000
-7.4%
3,9930.0%0.04%
-40.9%
Q3 2018$148,000
-2.0%
3,9930.0%0.07%
-5.7%
Q2 2018$151,000
-7.4%
3,993
-8.1%
0.07%
-10.3%
Q1 2018$163,000
-47.9%
4,345
-45.1%
0.08%
-66.2%
Q3 2014$313,000
+0.6%
7,914
+1.4%
0.23%
+0.4%
Q2 2014$311,000
+3.7%
7,801
+1.4%
0.23%
+3.6%
Q1 2014$300,000
+27.1%
7,690
+20.2%
0.22%
+16.8%
Q4 2013$236,0006,3960.19%
Other shareholders
ISHARES TR shareholders Q1 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