Guidance Point Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 714 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 20.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Guidance Point Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$852,458
-22.1%
28,273
-20.1%
0.35%
-17.4%
Q2 2023$1,094,009
-10.1%
35,371
-9.2%
0.42%
-14.3%
Q1 2023$1,216,436
+2.6%
38,962
+0.4%
0.49%
-2.4%
Q4 2022$1,185,250
-2.9%
38,821
+0.7%
0.50%
-9.9%
Q3 2022$1,221,000
-2.7%
38,554
+1.0%
0.56%
+2.8%
Q2 2022$1,255,000
+19.8%
38,173
+32.7%
0.54%
+36.5%
Q1 2022$1,048,000
-8.6%
28,771
-1.1%
0.40%
-4.3%
Q4 2021$1,146,000
+10.8%
29,081
+9.1%
0.42%
+10.1%
Q3 2021$1,034,000
+0.7%
26,657
+2.1%
0.38%
-5.5%
Q2 2021$1,027,000
+3.4%
26,115
+0.9%
0.40%
-3.2%
Q1 2021$993,000
+3.3%
25,872
+3.7%
0.41%
-6.8%
Q4 2020$961,000
+7.3%
24,958
+1.4%
0.44%
-10.5%
Q3 2020$896,000
-4.3%
24,603
-9.0%
0.49%
-5.0%
Q2 2020$936,000
+9.6%
27,041
+0.7%
0.52%
-6.5%
Q1 2020$854,000
-17.2%
26,847
-2.3%
0.56%
+10.3%
Q4 2019$1,032,000
+15.1%
27,470
+14.9%
0.50%
+2.6%
Q3 2019$897,000
+1.4%
23,909
-0.4%
0.49%
-2.0%
Q2 2019$885,000
+14.3%
24,016
+13.3%
0.50%
+9.6%
Q1 2019$774,000
-3.5%
21,197
-20.4%
0.46%
-12.3%
Q4 2018$802,00026,6300.52%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders