CPWM, LLC - 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
CPWM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,335,000
-3.3%
42,169
+0.5%
0.13%
+2.4%
Q2 2022$1,380,000
-11.7%
41,960
-2.2%
0.12%
+9.8%
Q1 2022$1,563,000
-5.7%
42,921
+0.5%
0.11%
-14.5%
Q4 2021$1,658,0000.0%42,7120.0%0.13%
-13.8%
Q3 2021$1,658,000
-1.3%
42,7120.0%0.15%
+20.6%
Q2 2021$1,680,000
+1.7%
42,712
-0.7%
0.13%
-11.3%
Q1 2021$1,652,000
+22.4%
43,015
+22.7%
0.14%
+15.4%
Q4 2020$1,350,000
+109.0%
35,062
+98.0%
0.12%
+80.9%
Q3 2020$646,000
+18.1%
17,712
+12.1%
0.07%
+9.7%
Q2 2020$547,000
+14.2%
15,799
+5.0%
0.06%
-11.4%
Q1 2020$479,000
-14.8%
15,047
+0.6%
0.07%
+1.4%
Q4 2019$562,000
+0.2%
14,9600.0%0.07%
-6.8%
Q3 2019$561,000
+1.8%
14,9600.0%0.07%
-3.9%
Q2 2019$551,000
+0.2%
14,960
-0.7%
0.08%
-2.5%
Q1 2019$550,000
+79.7%
15,060
+87.5%
0.08%
+11.3%
Q4 2017$306,000
-1.9%
8,034
+0.0%
0.07%
-2.7%
Q3 2017$312,000
-1.0%
8,031
+0.0%
0.07%
+1.4%
Q2 2017$315,000
-15.3%
8,030
-16.4%
0.07%
-15.3%
Q1 2017$372,000
+4.2%
9,6070.0%0.08%
+4.9%
Q4 2016$357,000
-62.3%
9,607
-60.0%
0.08%
-61.2%
Q3 2016$948,000
+3.9%
24,007
+4.9%
0.21%
+2.5%
Q2 2016$912,000
+54.8%
22,875
+51.5%
0.20%
+58.1%
Q1 2016$589,000
-26.7%
15,100
-27.1%
0.13%
-19.4%
Q4 2015$804,000
-0.7%
20,704
-1.4%
0.16%
-9.6%
Q3 2015$810,000
+217.6%
20,990
+222.2%
0.18%
+190.2%
Q2 2015$255,000
-1.2%
6,515
+1.1%
0.06%
-15.3%
Q1 2015$258,000
-31.9%
6,442
-33.0%
0.07%
-33.3%
Q4 2014$379,000
+27.2%
9,618
+14.9%
0.11%
-39.0%
Q4 2011$298,0008,3710.18%
Other shareholders
ISHARES TR shareholders Q3 2020
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