BEACON INVESTMENT ADVISORY SERVICES, INC. - 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
BEACON INVESTMENT ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$269,000
-36.6%
7,160
-36.6%
0.01%
-66.7%
Q3 2019$424,000
-0.9%
11,296
-2.7%
0.04%
-6.7%
Q2 2019$428,000
+0.5%
11,611
-0.3%
0.04%0.0%
Q1 2019$426,000
-70.2%
11,649
-72.1%
0.04%
-71.5%
Q4 2018$1,431,000
-16.8%
41,795
-9.8%
0.16%
-5.4%
Q3 2018$1,720,000
-10.2%
46,317
-8.8%
0.17%
-13.9%
Q2 2018$1,915,000
-12.0%
50,770
-12.4%
0.19%
-13.4%
Q1 2018$2,176,000
+14.1%
57,934
+15.7%
0.22%
+11.4%
Q4 2017$1,907,000
-17.5%
50,081
-15.9%
0.20%
+1.5%
Q3 2017$2,312,000
+469.5%
59,579
+475.2%
0.20%
+171.2%
Q2 2017$406,000
+1.2%
10,3580.0%0.07%
-5.2%
Q1 2017$401,000
+99.5%
10,358
+91.3%
0.08%
+97.4%
Q4 2016$201,0005,4150.04%
Other shareholders
ISHARES TR shareholders Q3 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