WealthPLAN Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 613 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$315,113
-11.6%
10,103
-14.5%
0.03%
-22.0%
Q3 2023$356,373
-19.2%
11,820
-17.1%
0.04%
-33.9%
Q2 2023$440,907
-0.9%
14,2550.0%0.06%
+21.6%
Q1 2023$445,041
-41.0%
14,255
-37.3%
0.05%
-3.8%
Q4 2022$754,464
+31.0%
22,745
+34.2%
0.05%
+32.5%
Q1 2022$576,000
-0.3%
16,952
+10.4%
0.04%
+5.3%
Q4 2021$578,000
-3.0%
15,3490.0%0.04%
-5.0%
Q3 2021$596,000
+7.2%
15,349
+8.1%
0.04%
+2.6%
Q2 2021$556,000
+3.7%
14,203
+2.2%
0.04%
-7.1%
Q1 2021$536,000
-6.3%
13,899
-7.6%
0.04%
-14.3%
Q4 2020$572,000
+95.2%
15,036
+91.0%
0.05%
+69.0%
Q3 2020$293,000
+21.1%
7,872
+18.3%
0.03%
+16.0%
Q2 2020$242,000
-16.6%
6,655
-11.0%
0.02%
-69.1%
Q3 2017$290,000
+2.5%
7,480
+3.7%
0.08%0.0%
Q2 2017$283,000
-99.5%
7,215
+373.7%
0.08%
-60.3%
Q1 2017$58,788,000
-87.1%
1,523
-86.9%
0.20%
+37.8%
Q3 2016$454,545,000
+10.3%
11,590
-45.6%
0.15%
+179.2%
Q2 2016$412,157,000
+183.9%
21,304
+291.4%
0.05%
+120.8%
Q4 2015$145,173,000
+439818.2%
5,443
+548.0%
0.02%
+71.4%
Q2 2015$33,000
+106.2%
840
+110.0%
0.01%
+100.0%
Q1 2015$16,0004000.01%
Other shareholders
ISHARES TR shareholders Q4 2016
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