Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,771,851
-3.3%
57,286
-3.3%
0.41%
+1.8%
Q2 2023$1,832,165
-1.0%
59,236
-0.1%
0.40%
-11.1%
Q1 2023$1,851,191
+1.6%
59,295
-0.6%
0.45%
+1.4%
Q4 2022$1,821,662
-4.4%
59,668
-0.8%
0.44%
-11.0%
Q3 2022$1,905,000
-6.9%
60,157
-2.9%
0.50%
-0.6%
Q2 2022$2,046,000
-11.3%
61,953
-2.2%
0.50%
+9.1%
Q1 2022$2,307,000
-12.5%
63,356
-5.2%
0.46%
-20.7%
Q4 2021$2,636,000
+7.7%
66,854
+6.0%
0.58%
+0.5%
Q3 2021$2,447,000
-0.9%
63,042
+0.4%
0.58%
-1.5%
Q2 2021$2,470,000
+0.9%
62,793
-1.5%
0.59%
-9.0%
Q1 2021$2,449,000
-0.9%
63,774
-0.6%
0.64%
-8.0%
Q4 2020$2,471,000
+4.8%
64,158
-0.8%
0.70%
-11.4%
Q3 2020$2,358,000
+6.7%
64,699
+1.4%
0.79%
+8.7%
Q2 2020$2,210,000
+6.4%
63,787
-2.2%
0.73%
-18.5%
Q1 2020$2,077,000
-29.2%
65,236
-17.4%
0.89%
+11.2%
Q4 2019$2,934,000
+3.4%
78,977
+4.6%
0.80%
+4.2%
Q3 2019$2,837,000
+5.0%
75,482
+2.8%
0.77%
+2.8%
Q2 2019$2,702,000
+27.7%
73,408
+26.6%
0.75%
-22.3%
Q1 2019$2,116,00057,9720.96%
Other shareholders
ISHARES TR shareholders Q3 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