Lake Point Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

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 2021
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