LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$384,235
+91.2%
12,494
+103.6%
0.08%
-3.7%
Q2 2022$201,000
-13.7%
6,138
+3.9%
0.08%
+720.0%
Q4 2021$233,000
+5.9%
5,909
+4.2%
0.01%
-87.2%
Q3 2021$220,000
-0.9%
5,669
+0.3%
0.08%
-9.3%
Q2 2021$222,000
+3.3%
5,650
-0.4%
0.09%
-18.1%
Q1 2021$215,0000.0%5,6740.0%0.10%0.0%
Q4 2020$215,000
+4.4%
5,674
+0.4%
0.10%
-13.2%
Q3 2020$206,000
+8.4%
5,652
+0.4%
0.12%
-9.7%
Q2 2020$190,000
+6.7%
5,630
+0.4%
0.13%
-13.5%
Q1 2020$178,000
-15.2%
5,605
+0.2%
0.16%
-6.1%
Q4 2019$210,000
+0.5%
5,592
+0.5%
0.16%
-16.7%
Q3 2019$209,000
+7.7%
5,565
+5.8%
0.20%
+16.5%
Q2 2019$194,000
+24.4%
5,261
+22.7%
0.17%
+45.3%
Q1 2019$156,000
+6.8%
4,286
+0.3%
0.12%
+7.3%
Q4 2018$146,0004,2720.11%
Other shareholders
ISHARES TR shareholders Q1 2022
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