Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 833 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 25.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$040.0%0.00%
Q4 2021$040.0%0.00%
Q3 2021$040.0%0.00%
Q2 2021$0
-100.0%
4
-92.0%
0.00%
-100.0%
Q1 2020$2,0000.0%500.0%0.00%
+100.0%
Q4 2019$2,000
-33.3%
50
-35.9%
0.00%0.0%
Q2 2019$3,0000.0%780.0%0.00%0.0%
Q1 2019$3,000
-98.1%
78
-98.3%
0.00%
-98.3%
Q4 2018$156,0004,5580.06%
Other shareholders
ISHARES TR shareholders Q4 2019
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