SkyOak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$481,435
-22.0%
15,968
-20.0%
0.14%
-19.0%
Q2 2023$617,332
+9.7%
19,959
+10.7%
0.17%
+1.2%
Q1 2023$562,834
+2.2%
18,028
-0.0%
0.17%
-7.0%
Q4 2022$550,456
-7.5%
18,030
-4.0%
0.18%
-13.1%
Q3 2022$595,000
+9.6%
18,780
+13.8%
0.21%
+15.1%
Q2 2022$543,000
-17.5%
16,505
-8.6%
0.18%
+1.1%
Q1 2022$658,000
-24.2%
18,060
-18.0%
0.18%
-17.2%
Q4 2021$868,000
+1.8%
22,016
+0.2%
0.22%
-3.9%
Q3 2021$853,000
-3.6%
21,972
-2.4%
0.23%
-3.0%
Q2 2021$885,000
+0.9%
22,504
-0.2%
0.24%
-2.9%
Q1 2021$877,000
+4.3%
22,559
+3.3%
0.24%
-6.9%
Q4 2020$841,000
+5.3%
21,830
-0.5%
0.26%
-8.7%
Q3 2020$799,000
-2.4%
21,934
-7.3%
0.29%
-5.0%
Q2 2020$819,000
-9.8%
23,656
-17.0%
0.30%
-34.9%
Q1 2020$908,000
+0.6%
28,518
+18.7%
0.46%
+65.7%
Q4 2019$903,00024,0300.28%
Other shareholders
ISHARES TR shareholders Q4 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