Legacy Capital Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Legacy Capital Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,457,485
+589.8%
81,509
+607.7%
0.67%
+127.7%
Q2 2023$356,246
-85.0%
11,518
-84.8%
0.30%
-54.3%
Q1 2023$2,372,841
+3.6%
76,004
+1.3%
0.65%
-40.8%
Q4 2022$2,290,528
+2.1%
75,030
+5.9%
1.09%
-8.1%
Q3 2022$2,244,000
-2.7%
70,849
+1.0%
1.19%
+2.7%
Q2 2022$2,306,000
+0.7%
70,125
+11.5%
1.16%
+17.8%
Q1 2022$2,290,000
-4.9%
62,886
-1.6%
0.98%
-1.0%
Q4 2021$2,407,000
-47.7%
63,896
+8.1%
0.99%
-44.8%
Q3 2021$4,604,000
+99.6%
59,092
-1.6%
1.80%
+88.7%
Q1 2021$2,307,000
+0.1%
60,077
+0.4%
0.95%
-3.3%
Q4 2020$2,304,00059,8290.99%
Other shareholders
ISHARES TR shareholders Q1 2023
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