White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 705 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 13.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$261,000
-15.5%
7,160
-8.5%
0.07%
-14.3%
Q4 2021$309,000
+1.6%
7,8290.0%0.08%
-6.1%
Q3 2021$304,000
-1.3%
7,8290.0%0.08%
-2.4%
Q2 2021$308,000
+5.1%
7,829
+2.6%
0.08%
-6.7%
Q1 2021$293,000
+18.1%
7,629
+18.7%
0.09%
+13.9%
Q4 2020$248,000
+1.2%
6,429
-4.5%
0.08%
-7.1%
Q3 2020$245,000
-12.8%
6,734
-17.0%
0.08%
-17.5%
Q2 2020$281,000
-0.4%
8,116
-8.2%
0.10%
-12.7%
Q1 2020$282,000
-44.5%
8,843
-34.5%
0.12%
-36.6%
Q4 2019$508,000
+10.4%
13,503
+10.3%
0.19%
+0.5%
Q3 2019$460,000
+8.5%
12,247
+6.4%
0.18%
+4.5%
Q2 2019$424,000
+7.3%
11,513
+6.5%
0.18%
-2.2%
Q1 2019$395,000
-3.4%
10,813
-9.4%
0.18%
-19.6%
Q4 2018$409,000
-20.1%
11,938
-13.4%
0.22%
-13.8%
Q3 2018$512,000
+12.3%
13,788
+14.1%
0.26%
+4.4%
Q2 2018$456,000
-32.1%
12,088
-32.5%
0.25%
-35.1%
Q1 2018$672,000
-1.3%
17,8980.0%0.38%
-1.5%
Q4 2017$681,00017,8980.39%
Other shareholders
ISHARES TR shareholders Q2 2018
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