Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$664,426
+2.7%
20,206
-0.9%
0.19%
+0.5%
Q3 2022$647,000
-2.9%
20,399
+1.0%
0.19%
-1.0%
Q2 2022$666,000
-8.6%
20,207
+0.6%
0.19%
+7.8%
Q1 2022$729,000
+6.6%
20,096
+16.0%
0.18%
+12.6%
Q4 2021$684,000
-0.9%
17,320
-2.4%
0.16%
-8.6%
Q3 2021$690,000
-4.7%
17,743
-3.8%
0.17%
-4.9%
Q2 2021$724,000
+0.6%
18,442
-2.1%
0.18%
-7.6%
Q1 2021$720,000
-21.2%
18,833
-20.5%
0.20%
-26.4%
Q4 2020$914,000
-77.0%
23,693
-34.0%
0.27%
+313.8%
Q3 2020$3,973,000
+219.9%
35,905
+0.1%
0.06%
-85.8%
Q2 2020$1,242,000
+184.2%
35,852
+207.7%
0.46%
+113.5%
Q3 2018$437,000
+12.3%
11,652
+14.4%
0.22%
-0.9%
Q2 2018$389,000
+12.4%
10,181
+10.2%
0.22%
+4.3%
Q1 2018$346,000
+69.6%
9,241
+72.0%
0.21%
+61.2%
Q4 2017$204,0005,3720.13%
Other shareholders
ISHARES TR shareholders Q4 2022
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