Williams Jones Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$209,010
-47.9%
6,846
-45.9%
0.00%
-57.1%
Q3 2022$401,000
+9.3%
12,660
+13.4%
0.01%
+16.7%
Q2 2022$367,000
-9.6%
11,1600.0%0.01%0.0%
Q1 2022$406,000
+41.0%
11,160
+52.5%
0.01%
+50.0%
Q4 2021$288,000
-61.5%
7,316
-62.1%
0.00%
-60.0%
Q3 2021$749,000
+167.5%
19,291
+171.1%
0.01%
+150.0%
Q2 2021$280,000
+2.6%
7,1160.0%0.00%0.0%
Q1 2021$273,000
+1.1%
7,116
+1.7%
0.00%0.0%
Q4 2020$270,000
+3.8%
7,000
-1.8%
0.00%
-20.0%
Q3 2020$260,000
+3.6%
7,125
-1.7%
0.01%0.0%
Q2 2020$251,000
+12.6%
7,250
+3.6%
0.01%
-16.7%
Q1 2020$223,0007,0000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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