9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$211,000
+1.9%
5,349
+0.3%
0.05%
-12.7%
Q3 2021$207,000
+1.5%
5,334
+0.6%
0.06%
-9.8%
Q1 2021$204,000
-5.6%
5,304
-5.5%
0.06%
-12.9%
Q4 2020$216,000
+0.9%
5,615
-1.3%
0.07%
-10.3%
Q4 2019$214,000
-5.7%
5,691
-8.3%
0.08%
-59.6%
Q1 2019$227,000
+7.1%
6,207
+0.2%
0.19%
-5.9%
Q4 2018$212,0006,1940.20%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,121,046$280,783,00073.52%
DOW CHEMICAL CO /DE/ 1,438,500$58,365,00018.00%
RS CRUM INC. 637,714$25,145,00013.89%
Edge Wealth Management LLC 1,550,130$61,122,00011.18%
Clarity Financial LLC 1,561,836$61,583,0009.62%
Quaker Wealth Management, LLC 474,155$18,696,0007.95%
ADVISORS MANAGEMENT GROUP INC /ADV 625,607$24,668,0007.40%
Hilton Capital Management, LLC 1,985,212$78,277,0007.20%
FIRST INTERSTATE BANK 1,871,330$73,787,0007.16%
Sowa Financial Group, Inc. 301,801$11,900,0006.97%
View complete list of ISHARES TR shareholders