SVB WEALTH 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
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,581,204
-21.6%
1,345,977
-19.6%
0.89%
-4.8%
Q2 2023$51,768,907
-14.4%
1,673,745
-13.6%
0.94%
+10.8%
Q1 2023$60,471,601
-7.4%
1,936,950
-9.4%
0.84%
-4.1%
Q4 2022$65,283,890
-13.0%
2,138,352
-9.7%
0.88%
-19.6%
Q3 2022$75,025,000
-9.3%
2,368,972
-5.9%
1.10%
-13.9%
Q2 2022$82,751,000
-14.3%
2,516,729
-5.1%
1.27%
-1.6%
Q1 2022$96,607,000
+2.8%
2,652,556
+11.3%
1.29%
-16.0%
Q4 2021$93,945,000
-4.7%
2,382,602
-6.2%
1.54%
+21.6%
Q3 2021$98,611,000
+11.4%
2,540,858
+12.9%
1.27%
+12.8%
Q2 2021$88,550,000
+17.0%
2,251,168
+14.2%
1.12%
+6.5%
Q1 2021$75,666,000
+8.9%
1,970,454
+9.2%
1.05%
+3.3%
Q4 2020$69,499,000
+18.8%
1,804,694
+12.4%
1.02%
+5.7%
Q3 2020$58,500,000
+10.8%
1,604,920
+5.3%
0.96%
-1.7%
Q2 2020$52,821,000
+18.0%
1,524,837
+8.5%
0.98%
-9.6%
Q1 2020$44,757,000
+3.7%
1,405,668
+22.5%
1.09%
+38.3%
Q4 2019$43,151,000
+26.6%
1,147,951
+26.4%
0.78%
+15.8%
Q3 2019$34,074,000
+241.7%
907,915
+235.5%
0.68%
+102.4%
Q2 2019$9,973,000270,6130.34%
Other shareholders
ISHARES TR shareholders Q3 2020
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