Powell Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Powell Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,819,482
-2.2%
60,348
+0.3%
1.09%
+0.6%
Q2 2023$1,860,473
-6.2%
60,151
-5.4%
1.09%
-1.5%
Q1 2023$1,984,121
+16.3%
63,553
+13.7%
1.10%
+11.5%
Q4 2022$1,706,409
-48.7%
55,893
-46.7%
0.99%
-54.6%
Q3 2022$3,324,000
-3.4%
104,950
+0.3%
2.18%
+4.5%
Q2 2022$3,442,000
-24.9%
104,684
-16.8%
2.09%
-21.7%
Q1 2022$4,583,000
-9.0%
125,843
-1.5%
2.67%
-6.9%
Q4 2021$5,039,000
+1.0%
127,794
-0.5%
2.86%
-7.0%
Q3 2021$4,987,000
+1.3%
128,487
+2.7%
3.08%
+1.9%
Q2 2021$4,922,000
-15.2%
125,139
-17.2%
3.02%
-20.3%
Q1 2021$5,802,000
-3.1%
151,103
-2.8%
3.80%
-16.6%
Q4 2020$5,986,000
+7.1%
155,446
+1.4%
4.55%
-5.1%
Q3 2020$5,590,000
+9.6%
153,362
+4.1%
4.80%
-2.8%
Q2 2020$5,101,000
+13.1%
147,267
+3.9%
4.93%
-9.7%
Q1 2020$4,512,000
-16.6%
141,702
-1.5%
5.46%
-3.1%
Q4 2019$5,410,000143,9165.64%
Other shareholders
ISHARES TR shareholders Q1 2023
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