XML Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,787,486
+9.2%
59,286
+12.1%
0.21%
+13.2%
Q2 2023$1,636,325
+6.9%
52,904
+7.7%
0.19%
+1.6%
Q1 2023$1,531,113
+4.7%
49,118
+2.5%
0.19%
+1.1%
Q4 2022$1,462,651
-9.7%
47,909
-6.3%
0.18%
-18.2%
Q3 2022$1,619,000
-12.9%
51,111
-9.6%
0.22%
-46.4%
Q2 2022$1,859,000
-16.9%
56,529
-8.0%
0.42%
+57.9%
Q1 2022$2,238,000
+7.9%
61,437
+16.8%
0.27%
+6.4%
Q4 2021$2,074,000
+22.7%
52,588
+20.8%
0.25%
+10.6%
Q3 2021$1,690,000
+1.3%
43,534
+2.6%
0.23%
-38.4%
Q2 2021$1,668,000
+7.5%
42,414
+5.0%
0.37%
-2.9%
Q1 2021$1,552,000
+0.6%
40,406
+0.9%
0.38%
-5.5%
Q4 2020$1,543,000
+11.6%
40,062
+5.6%
0.40%
-7.4%
Q3 2020$1,383,000
-8.4%
37,951
-12.9%
0.43%
-17.6%
Q2 2020$1,510,000
+19.8%
43,596
+10.2%
0.52%
-3.7%
Q1 2020$1,260,000
-26.3%
39,560
-13.1%
0.54%
-12.4%
Q4 2019$1,710,00045,5120.62%
Other shareholders
ISHARES TR shareholders Q4 2021
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