Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,031,735
-2.7%
166,890
-1.2%
1.40%
+2.7%
Q2 2023$5,168,954
-4.7%
168,837
-2.8%
1.36%
-14.5%
Q1 2023$5,421,647
-1.8%
173,659
-4.0%
1.59%
-10.5%
Q4 2022$5,522,641
-5.0%
180,892
-2.6%
1.78%
-10.2%
Q3 2022$5,813,000
-5.4%
185,658
-0.7%
1.98%
+0.8%
Q2 2022$6,146,000
-11.7%
186,932
-2.2%
1.96%
+3.4%
Q1 2022$6,958,000
-7.0%
191,044
+0.7%
1.90%
-7.4%
Q4 2021$7,479,000
+5.3%
189,678
+3.7%
2.05%
-3.7%
Q3 2021$7,100,000
+2.2%
182,936
+3.6%
2.13%
+12.0%
Q2 2021$6,949,000
+3.4%
176,658
+1.0%
1.90%
+35.1%
Q1 2021$6,718,000
+0.6%
174,949
+0.9%
1.40%
-5.8%
Q4 2020$6,680,000
+7.9%
173,450
+2.2%
1.49%
-5.9%
Q3 2020$6,189,000
+11.8%
169,791
+6.3%
1.59%
+20.4%
Q2 2020$5,535,000
+9.1%
159,779
+0.3%
1.32%
-11.8%
Q1 2020$5,073,000
-13.8%
159,322
+1.8%
1.49%
+0.5%
Q4 2019$5,885,000
+3.9%
156,559
+3.7%
1.48%
-4.4%
Q3 2019$5,664,000
+10.0%
150,910
+8.0%
1.55%
+4.6%
Q2 2019$5,147,000
+4.0%
139,678
+3.2%
1.48%
-5.2%
Q1 2019$4,949,000
+9.1%
135,391
+2.1%
1.57%
-12.9%
Q4 2018$4,538,000
-6.1%
132,571
+1.8%
1.80%
+4.0%
Q3 2018$4,834,000
+2.0%
130,181
+3.6%
1.73%
-3.9%
Q2 2018$4,738,000
+4.4%
125,638
+4.0%
1.80%
-7.0%
Q1 2018$4,537,000
+3.8%
120,804
+5.2%
1.94%
+6.7%
Q4 2017$4,370,000114,7971.82%
Other shareholders
ISHARES TR shareholders Q1 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