ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 29 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,655 | +26.0% | 12,094 | +29.3% | 0.20% | +28.7% |
| Q2 2023 | $289,348 | +1.2% | 9,354 | +2.2% | 0.16% | +6.1% |
| Q1 2023 | $285,809 | +2.5% | 9,154 | +0.2% | 0.15% | -2.6% |
| Q4 2022 | $278,898 | -3.2% | 9,135 | +0.4% | 0.15% | -12.6% |
| Q3 2022 | $288,000 | -3.7% | 9,095 | +0.2% | 0.17% | +2.4% |
| Q2 2022 | $299,000 | -9.7% | 9,080 | 0.0% | 0.17% | +6.2% |
| Q1 2022 | $331,000 | – | 9,080 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |