Capital Square, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Square, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$321,356
+13.9%
10,389
+14.4%
0.30%
+13.8%
Q1 2023$282,209
+1.8%
9,0800.0%0.26%
+4.0%
Q4 2022$277,216
+250.9%
9,080
+266.3%
0.25%
+172.8%
Q1 2020$79,0002,4790.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,525,000$288,960,00074.02%
Spectrum Asset Management, Inc. 831,691$31,937,00049.63%
Edge Wealth Management LLC 1,298,494$49,862,00010.60%
Clarity Financial LLC 1,262,992$48,499,0009.82%
FIRST INTERSTATE BANCSYSTEM INC 1,737,065$66,704,0007.93%
Sowa Financial Group, Inc. 290,015$11,137,0007.85%
ADVISORS MANAGEMENT GROUP INC /ADV 620,704$23,835,0007.49%
Quaker Wealth Management, LLC 412,885$15,855,0007.35%
Summit Financial Wealth Advisors, LLC 659,633$25,402,0006.47%
Moser Wealth Advisors, LLC 213,476$8,197,0005.76%
View complete list of ISHARES TR shareholders