HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,440,473
-32.5%
47,777
-30.8%
0.32%
-20.0%
Q2 2023$2,134,630
+3.0%
69,015
+4.0%
0.40%
-3.7%
Q1 2023$2,072,536
+8.4%
66,385
+6.0%
0.41%
+2.2%
Q4 2022$1,912,028
-29.1%
62,628
-26.4%
0.40%
-30.0%
Q3 2022$2,696,000
-3.7%
85,123
-0.1%
0.57%
+2.0%
Q2 2022$2,801,000
-15.1%
85,186
-6.0%
0.56%
+4.3%
Q1 2022$3,300,000
-9.6%
90,614
-2.2%
0.54%
-4.8%
Q4 2021$3,652,000
+6.3%
92,609
+4.6%
0.57%
-1.4%
Q3 2021$3,437,000
+5.4%
88,552
+6.9%
0.57%
+1.4%
Q2 2021$3,260,000
+5.8%
82,871
+3.3%
0.57%
-7.1%
Q1 2021$3,082,000
-29.7%
80,248
-29.5%
0.61%
-33.7%
Q4 2020$4,387,000
+10.8%
113,906
+4.8%
0.92%
+1.3%
Q3 2020$3,961,000
+8.6%
108,671
+2.9%
0.91%
+5.8%
Q2 2020$3,649,000
+7.5%
105,647
-3.1%
0.86%
-11.8%
Q1 2020$3,395,000
-15.0%
109,075
+0.6%
0.97%
+0.2%
Q4 2019$3,994,000
+44.6%
108,422
+43.2%
0.97%
+5.7%
Q3 2019$2,762,000
-28.2%
75,725
-27.5%
0.92%
-16.2%
Q2 2019$3,848,000
+1.3%
104,431
-1.8%
1.09%
+0.2%
Q1 2019$3,799,000
+50.9%
106,312
+40.6%
1.09%
+34.3%
Q4 2018$2,518,000
-12.6%
75,606
-7.4%
0.81%
-13.3%
Q3 2018$2,880,000
-17.5%
81,678
-13.6%
0.94%
-18.2%
Q2 2018$3,493,000
-3.9%
94,558
-4.1%
1.15%
-9.0%
Q1 2018$3,633,000
-1.9%
98,615
-0.6%
1.26%
-2.6%
Q4 2017$3,703,000
+6.7%
99,224
+8.7%
1.29%
-11.5%
Q3 2017$3,470,000
+1.7%
91,312
+2.6%
1.46%
-13.3%
Q2 2017$3,411,000
-2.1%
89,040
-3.3%
1.68%
-5.6%
Q1 2017$3,484,000
+2.2%
92,034
-1.5%
1.78%
-0.9%
Q4 2016$3,409,00093,4791.80%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders