9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 945 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 11.98 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 Q1 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