One Charles Private Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

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 Q1 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders