CreativeOne Wealth, 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,125
-74.0%
37,293
-72.7%
0.08%
-25.0%
Q2 2023$4,335
+74.6%
136,589
+71.7%
0.11%
-12.2%
Q1 2023$2,483
-7.8%
79,539
-9.9%
0.12%
-16.9%
Q4 2022$2,694
-99.9%
88,255
+6.3%
0.15%
-6.3%
Q3 2022$2,629,000
+10.2%
83,024
+14.4%
0.16%
+22.5%
Q2 2022$2,386,000
-6.8%
72,570
+3.2%
0.13%
-3.0%
Q1 2022$2,561,000
-16.6%
70,319
-9.7%
0.13%
-12.5%
Q4 2021$3,070,000
-1.8%
77,867
-3.8%
0.15%
-17.4%
Q3 2021$3,127,000
-2.4%
80,983
-0.5%
0.18%
-7.1%
Q2 2021$3,203,000
+19.4%
81,427
+16.6%
0.20%
-2.5%
Q1 2021$2,682,000
+2.9%
69,857
+3.2%
0.20%
-6.0%
Q4 2020$2,607,000
+55.1%
67,682
+46.7%
0.22%
-7.3%
Q3 2020$1,681,000
+13.9%
46,122
+8.3%
0.23%
+1.7%
Q2 2020$1,476,000
+3.3%
42,604
-5.1%
0.23%
-16.1%
Q1 2020$1,429,000
+18.5%
44,880
+39.8%
0.27%
+33.8%
Q4 2019$1,206,000
+65.9%
32,092
+65.7%
0.20%
+45.7%
Q3 2019$727,000
+14.1%
19,364
+12.0%
0.14%
+4.5%
Q2 2019$637,000
+9.6%
17,292
+8.9%
0.13%
-11.8%
Q1 2019$581,000
+13.7%
15,884
+6.4%
0.15%
-11.6%
Q4 2018$511,00014,9280.17%
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