Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,225
-18.0%
7,536
-15.9%
0.05%
-15.9%
Q2 2023$277,268
-43.5%
8,964
-43.0%
0.06%
-48.4%
Q1 2023$490,952
-85.4%
15,726
-85.7%
0.12%
-86.7%
Q4 2022$3,362,810
-4.5%
110,148
-1.0%
0.92%
-13.2%
Q3 2022$3,523,000
-2.1%
111,248
+1.6%
1.06%
-1.0%
Q2 2022$3,599,000
+271.4%
109,473
+311.4%
1.07%
+330.2%
Q1 2022$969,000
-6.6%
26,609
+1.1%
0.25%
+0.4%
Q4 2021$1,038,000
+3.0%
26,320
+1.4%
0.25%
-5.4%
Q3 2021$1,008,000
-11.1%
25,968
-9.9%
0.26%
-13.3%
Q2 2021$1,134,000
+12.2%
28,827
+9.5%
0.30%
+0.3%
Q1 2021$1,011,000
+8.8%
26,338
+9.2%
0.30%
-2.6%
Q4 2020$929,000
+312.9%
24,124
+298.6%
0.31%
+175.0%
Q3 2018$225,000
-51.6%
6,052
-50.9%
0.11%
-54.8%
Q2 2018$465,000
+0.4%
12,3340.0%0.25%
-0.8%
Q1 2018$463,000
-86.8%
12,334
-86.6%
0.25%
-86.3%
Q4 2017$3,509,000
+5.2%
92,178
+7.2%
1.82%
-1.2%
Q3 2017$3,337,000
+10.5%
85,985
+11.5%
1.84%
+2.0%
Q2 2017$3,020,000
+7.0%
77,089
+5.7%
1.81%
-3.4%
Q1 2017$2,823,000
+12.3%
72,957
+8.0%
1.87%
+3.4%
Q4 2016$2,514,000
-31.6%
67,556
-27.5%
1.81%
-39.6%
Q3 2016$3,678,000
+8.4%
93,120
+9.5%
3.00%
+1.0%
Q2 2016$3,392,000
+38.5%
85,042
+35.5%
2.97%
+0.4%
Q1 2016$2,449,000
-3.4%
62,740
-3.8%
2.95%
-8.9%
Q4 2015$2,534,000
+3.9%
65,234
+3.2%
3.24%
-5.1%
Q3 2015$2,439,000
-6.4%
63,194
-5.0%
3.42%
-2.2%
Q2 2015$2,607,000
-2.2%
66,550
+0.1%
3.49%
+4.9%
Q1 2015$2,666,000
+232.0%
66,472
+226.5%
3.33%
+172.4%
Q4 2014$803,000
+2.8%
20,356
+3.0%
1.22%
-3.9%
Q3 2014$781,000
+1.8%
19,766
+2.8%
1.27%
-3.2%
Q2 2014$767,000
-68.7%
19,226
-69.4%
1.31%
-69.9%
Q1 2014$2,449,00062,7404.37%
Other shareholders
ISHARES TR shareholders Q4 2020
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