One Charles Private Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 936 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 3.31 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 Q3 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