One Charles Private Wealth Services, 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
One Charles Private Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$200,000
-4.3%
6,318
+0.3%
0.13%
-5.7%
Q2 2022$209,000
-24.5%
6,302
-17.2%
0.14%
-18.0%
Q1 2022$277,000
-10.1%
7,609
-2.5%
0.17%
-1.1%
Q4 2021$308,000
-16.3%
7,803
-17.7%
0.17%
-17.9%
Q3 2021$368,000
-1.1%
9,482
+0.2%
0.21%
-14.9%
Q2 2021$372,000
-1.1%
9,463
-9.0%
0.25%
+27.7%
Q2 2020$376,000
+10.9%
10,398
-2.3%
0.20%
-30.4%
Q1 2020$339,000
-25.3%
10,645
-11.8%
0.28%
-6.4%
Q4 2019$454,00012,0710.30%
Other shareholders
ISHARES TR shareholders Q3 2021
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