Connecticut Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$323,510
+25.9%
10,730
+64.6%
0.02%
+10.0%
Q4 2021$257,000
-8.9%
6,519
-10.3%
0.02%
-20.0%
Q3 2021$282,000
-11.3%
7,269
-10.0%
0.02%
-10.7%
Q2 2021$318,000
-28.9%
8,079
-30.4%
0.03%
-40.4%
Q4 2020$447,000
+2.3%
11,609
-3.2%
0.05%
-2.1%
Q3 2020$437,000
-10.1%
11,989
-14.6%
0.05%
-20.0%
Q2 2020$486,000
-44.8%
14,042
-49.2%
0.06%
-54.2%
Q1 2020$880,000
-23.1%
27,632
-9.2%
0.13%
+4.0%
Q4 2019$1,144,000
-30.3%
30,427
-30.4%
0.13%
-37.6%
Q3 2019$1,642,000
+2.2%
43,743
+0.3%
0.20%
+2.0%
Q2 2019$1,607,00043,6180.20%
Other shareholders
ISHARES TR shareholders Q3 2021
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