Concentrum Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 784 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Concentrum Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$201,0000.0%5,1050.0%0.10%
-18.6%
Q2 2021$201,000
-2.9%
5,105
-5.1%
0.13%
-17.3%
Q1 2021$207,000
-33.7%
5,380
-33.6%
0.16%
-36.6%
Q4 2020$312,000
-0.3%
8,101
-5.7%
0.25%
-17.7%
Q3 2020$313,000
+4.3%
8,594
-0.6%
0.30%
-1.6%
Q2 2020$300,000
+9.5%
8,648
+0.5%
0.30%
-17.4%
Q1 2020$274,000
-15.2%
8,609
+0.3%
0.37%
+1.1%
Q4 2019$323,000
+0.6%
8,586
+0.5%
0.36%
-10.3%
Q3 2019$321,000
+2.2%
8,541
+0.4%
0.41%
+8.0%
Q2 2019$314,000
+1.3%
8,508
+0.4%
0.38%
-8.1%
Q1 2019$310,000
-17.8%
8,473
-23.0%
0.41%
-36.4%
Q4 2018$377,00010,9990.64%
Other shareholders
ISHARES TR shareholders Q1 2020
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