KCS Wealth Advisory - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$220,000
-28.8%
6,921
-15.8%
0.22%
-3.0%
Q4 2019$309,000
-99.9%
8,219
-45.6%
0.23%
-41.1%
Q3 2019$567,125,000
+99047.7%
15,111
-2.7%
0.39%
-13.3%
Q2 2019$572,000
-12.3%
15,527
-12.9%
0.45%
-20.4%
Q1 2019$652,000
-28.3%
17,831
-32.9%
0.57%
-40.8%
Q4 2018$909,000
+77.2%
26,570
+92.4%
0.96%
+101.5%
Q3 2018$513,000
+33.9%
13,811
+35.8%
0.48%
+33.3%
Q2 2018$383,000
-9.7%
10,168
-10.0%
0.36%
-7.3%
Q1 2018$424,000
-32.9%
11,300
-32.0%
0.38%
-37.0%
Q4 2017$632,00016,6100.61%
Other shareholders
ISHARES TR shareholders Q3 2023
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