TRANSCEND CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 945 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 11.98 and the average weighting 0.6%.

Quarter-by-quarter ownership
TRANSCEND CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$942,305
+4.5%
31,254
+7.3%
0.09%
+7.0%
Q2 2023$901,328
+8.2%
29,141
+9.2%
0.09%
-1.1%
Q1 2023$832,928
+2.9%
26,679
+0.6%
0.09%
-1.1%
Q4 2022$809,425
+36.5%
26,512
+41.7%
0.09%
+33.3%
Q3 2022$593,000
-6.3%
18,709
-2.8%
0.07%0.0%
Q2 2022$633,000
-25.9%
19,244
-17.9%
0.07%
-13.2%
Q1 2022$854,000
-25.2%
23,439
-19.0%
0.08%
-24.8%
Q4 2021$1,141,000
-1.0%
28,949
-1.5%
0.10%
-1.9%
Q3 2021$1,153,000
-2.9%
29,394
-2.5%
0.10%
-39.8%
Q2 2021$1,188,000
-5.1%
30,163
-7.5%
0.17%
+13.2%
Q1 2021$1,252,000
-19.5%
32,593
-19.3%
0.15%
-26.0%
Q4 2020$1,556,000
-11.1%
40,403
-15.9%
0.20%
-36.1%
Q3 2020$1,751,00048,0410.32%
Other shareholders
ISHARES TR shareholders Q1 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