Jacobsen Capital Management - 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
Jacobsen Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$217,000
-26.7%
6,612
-18.7%
0.12%
-15.4%
Q1 2022$296,000
-7.5%
8,136
+0.1%
0.14%
-9.9%
Q4 2021$320,000
+1.6%
8,126
+0.3%
0.15%
-5.0%
Q3 2021$315,000
+9.0%
8,105
+0.2%
0.16%
+8.2%
Q2 2021$289,000
+0.7%
8,088
+0.2%
0.15%
-7.0%
Q1 2021$287,000
-12.2%
8,070
-11.6%
0.16%
-18.6%
Q4 2020$327,000
+2.8%
9,130
+0.8%
0.19%
-12.6%
Q3 2020$318,000
-11.4%
9,057
-12.8%
0.22%
-19.0%
Q2 2020$359,000
-59.6%
10,386
-57.0%
0.27%
-69.1%
Q4 2019$889,000
-33.7%
24,145
-33.3%
0.89%
-31.2%
Q3 2019$1,341,000
+1.7%
36,208
+0.1%
1.29%
-1.8%
Q2 2019$1,318,00036,1611.31%
Other shareholders
ISHARES TR shareholders Q3 2020
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