Winthrop Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Winthrop Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$280,244
-2.5%
9,2950.0%0.05%0.0%
Q2 2023$287,494
-0.9%
9,2950.0%0.05%
-9.8%
Q1 2023$290,190
+2.3%
9,2950.0%0.05%
-5.6%
Q4 2022$283,776
+1.3%
9,295
-60.5%
0.05%
-10.0%
Q3 2022$280,000
-3.1%
23,550
+168.0%
0.06%
-11.8%
Q2 2022$289,000
-9.7%
8,7880.0%0.07%
+1.5%
Q1 2022$320,000
-7.8%
8,7880.0%0.07%
-4.3%
Q4 2021$347,000
+5.2%
8,788
+3.3%
0.07%
-4.1%
Q3 2021$330,000
+2.2%
8,508
+3.2%
0.07%0.0%
Q2 2021$323,000
+2.5%
8,2480.0%0.07%
-6.4%
Q1 2021$315,000
-0.9%
8,2480.0%0.08%
-6.0%
Q4 2020$318,000
-46.8%
8,248
-50.0%
0.08%
-54.6%
Q3 2020$598,000
+117.5%
16,496
+107.5%
0.18%
+88.7%
Q2 2020$275,000
+9.1%
7,9480.0%0.10%
-4.0%
Q1 2020$252,000
-15.7%
7,9480.0%0.10%
-6.5%
Q4 2019$299,0007,9480.11%
Other shareholders
ISHARES TR shareholders Q3 2021
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