Intercontinental Wealth Advisors, LLC - 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
Intercontinental Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$15,000
-53.1%
380
-55.8%
0.01%
-35.0%
Q3 2019$32,0000.0%8600.0%0.02%
+17.6%
Q2 2019$32,000
+3.2%
8600.0%0.02%
+13.3%
Q1 2019$31,000
-43.6%
860
-46.6%
0.02%
-51.6%
Q4 2018$55,000
-74.3%
1,610
-70.8%
0.03%
-76.3%
Q3 2017$214,000
-0.9%
5,5230.0%0.13%
-5.8%
Q2 2017$216,000
+0.9%
5,5230.0%0.14%
+8.6%
Q1 2017$214,0005,5230.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,525,000$288,960,00074.02%
Spectrum Asset Management, Inc. 831,691$31,937,00049.63%
Edge Wealth Management LLC 1,298,494$49,862,00010.60%
Clarity Financial LLC 1,262,992$48,499,0009.82%
FIRST INTERSTATE BANCSYSTEM INC 1,737,065$66,704,0007.93%
Sowa Financial Group, Inc. 290,015$11,137,0007.85%
ADVISORS MANAGEMENT GROUP INC /ADV 620,704$23,835,0007.49%
Quaker Wealth Management, LLC 412,885$15,855,0007.35%
Summit Financial Wealth Advisors, LLC 659,633$25,402,0006.47%
Moser Wealth Advisors, LLC 213,476$8,197,0005.76%
View complete list of ISHARES TR shareholders