SkyOak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders