Traverso Chambers Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,362,044
+4.5%
244,181
+7.2%
1.97%
+6.5%
Q2 2023$7,042,109
-39.4%
227,679
-38.8%
1.85%
-41.9%
Q1 2023$11,611,160
+6.3%
371,914
+3.9%
3.18%
+1.4%
Q4 2022$10,923,494
+0.2%
357,795
+3.9%
3.14%
-6.0%
Q3 2022$10,902,000
+69.0%
344,253
+75.5%
3.34%
+54.8%
Q2 2022$6,450,000
-8.6%
196,178
+1.2%
2.16%
+2.5%
Q1 2022$7,058,000
-6.1%
193,791
+1.6%
2.10%
-5.6%
Q4 2021$7,517,000
+1.6%
190,654
+0.0%
2.23%
-3.2%
Q3 2021$7,399,000
+0.6%
190,649
+2.0%
2.30%
-0.6%
Q2 2021$7,355,000
+3.1%
186,996
+0.7%
2.32%
-3.7%
Q1 2021$7,132,000
+5.8%
185,719
+6.1%
2.40%
-0.7%
Q4 2020$6,739,000
+4.8%
174,982
-0.8%
2.42%
-2.6%
Q3 2020$6,430,000
+5.0%
176,397
-0.2%
2.48%
-3.3%
Q2 2020$6,124,000
+14.4%
176,777
+5.1%
2.57%
+1.9%
Q1 2020$5,353,000
-45.7%
168,121
-35.8%
2.52%
-39.8%
Q4 2019$9,851,000
+5.2%
262,070
+5.1%
4.19%
-6.5%
Q3 2019$9,363,000
+4.3%
249,470
+2.6%
4.48%
+2.1%
Q2 2019$8,973,000
+2.9%
243,229
+1.9%
4.38%
+2.4%
Q1 2019$8,723,000
+6.0%
238,660
-0.8%
4.28%
-3.8%
Q4 2018$8,232,000240,4984.45%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders