Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$4,679
+3.4%
1500.0%0.00%0.0%
Q3 2023$4,523
-2.5%
1500.0%0.00%0.0%
Q2 2023$4,640
-0.9%
1500.0%0.00%0.0%
Q1 2023$4,683
+2.2%
1500.0%0.00%0.0%
Q4 2022$4,580
-3.6%
1500.0%0.00%0.0%
Q3 2022$4,751
-3.7%
1500.0%0.00%0.0%
Q2 2022$4,932
-9.7%
1500.0%0.00%0.0%
Q1 2022$5,463
-78.7%
150
-76.9%
0.00%
-66.7%
Q4 2021$25,630
+1.6%
6500.0%0.00%
-25.0%
Q3 2021$25,227
-1.3%
6500.0%0.00%0.0%
Q2 2021$25,568
+2.4%
6500.0%0.00%0.0%
Q1 2021$24,960
-0.3%
6500.0%0.00%
-20.0%
Q4 2020$25,032
+5.7%
6500.0%0.01%0.0%
Q3 2020$23,693
+5.2%
6500.0%0.01%0.0%
Q2 2020$22,516
+8.8%
6500.0%0.01%0.0%
Q1 2020$20,696
-15.3%
6500.0%0.01%0.0%
Q4 2019$24,434
+0.2%
6500.0%0.01%
-16.7%
Q3 2019$24,395
+341.3%
650
+333.3%
0.01%
+500.0%
Q2 2019$5,528
+0.8%
1500.0%0.00%0.0%
Q1 2019$5,483
+6.8%
1500.0%0.00%0.0%
Q4 2018$5,135
-96.7%
150
-96.5%
0.00%
-97.2%
Q3 2018$157,283
-1.5%
4,2360.0%0.04%
-7.7%
Q2 2018$159,740
+0.4%
4,2360.0%0.04%
-7.1%
Q1 2018$159,104
-1.3%
4,2360.0%0.04%
-2.3%
Q4 2017$161,265
-1.9%
4,2360.0%0.04%
-10.4%
Q3 2017$164,399
+2697.8%
4,236
+2724.0%
0.05%
+2300.0%
Q2 2017$5,876
+1.2%
1500.0%0.00%0.0%
Q1 2017$5,8051500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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