Berkeley Capital Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 833 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 25.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Berkeley Capital Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$218,000
-6.8%
5,976
+0.6%
0.09%
-9.4%
Q4 2021$234,000
+3.1%
5,938
+1.4%
0.10%
-8.6%
Q3 2021$227,000
-0.4%
5,857
+1.2%
0.10%
+2.9%
Q2 2021$228,000
-0.4%
5,789
-5.1%
0.10%
-15.7%
Q3 2019$229,000
+2.7%
6,100
+6.3%
0.12%
-33.1%
Q4 2015$223,0005,7390.18%
Other shareholders
ISHARES TR shareholders Q4 2019
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