IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,258
-99.9%
106,715
-9.9%
0.74%
-24.5%
Q3 2022$3,753,000
+14.5%
118,493
+18.8%
0.98%
+29.1%
Q2 2022$3,279,000
-11.4%
99,712
-1.9%
0.76%
+6.5%
Q1 2022$3,701,000
-11.6%
101,630
-4.3%
0.71%
-4.3%
Q4 2021$4,188,000
-11.9%
106,223
-13.2%
0.74%
-19.0%
Q3 2021$4,751,000
-2.2%
122,425
-0.9%
0.92%
-5.8%
Q2 2021$4,859,000
-4.6%
123,535
-6.8%
0.97%
-22.7%
Q1 2021$5,091,000
-10.7%
132,579
-10.5%
1.26%
-15.7%
Q4 2020$5,704,000
+9.6%
148,112
+3.8%
1.49%
-1.3%
Q3 2020$5,203,000
+7.8%
142,742
+2.5%
1.51%
-2.6%
Q2 2020$4,825,000
+18.8%
139,312
+9.2%
1.55%
-2.0%
Q1 2020$4,063,000
-12.2%
127,608
+3.7%
1.58%
+11.6%
Q4 2019$4,628,000
+3.2%
123,107
+3.0%
1.42%
-4.7%
Q3 2019$4,484,000
+1.5%
119,491
-0.3%
1.49%
+16.8%
Q2 2019$4,417,000
+15.0%
119,878
+14.1%
1.27%
-5.3%
Q1 2019$3,840,000
+10.7%
105,063
+3.7%
1.35%
-15.0%
Q4 2018$3,468,000
-15.3%
101,303
-9.3%
1.58%
+8.0%
Q3 2018$4,095,000
+2.4%
111,650
+4.1%
1.47%
-8.4%
Q2 2018$3,999,0000.0%107,2780.0%1.60%
-1.4%
Q1 2018$3,999,000
-0.2%
107,278
+2.5%
1.62%
+9.3%
Q3 2017$4,009,000
+3.9%
104,631
+5.9%
1.48%
-2.2%
Q2 2017$3,860,000
+25.6%
98,833
+21.4%
1.52%
+3.3%
Q4 2016$3,073,000
-99.9%
81,413
-37.1%
1.47%
-47.4%
Q3 2016$5,109,000,000129,3302.80%
Other shareholders
ISHARES TR shareholders Q3 2020
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