Strategic Wealth Investment Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 833 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 25.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$19,348,756
+2.7%
641,750
+5.3%
3.51%
+17.3%
Q2 2023$18,844,920
+18.5%
609,276
+19.6%
2.99%
+1.4%
Q1 2023$15,898,035
+14.1%
509,226
+20.1%
2.95%
-8.5%
Q4 2022$13,937,855
+20.4%
424,030
+16.0%
3.22%
-3.2%
Q3 2022$11,576,000
+8.2%
365,535
+12.3%
3.33%
+24.1%
Q2 2022$10,701,000
-16.2%
325,442
-7.2%
2.68%
-12.0%
Q1 2022$12,774,000
+4.2%
350,749
+12.8%
3.05%
-4.4%
Q4 2021$12,258,000
+10.0%
310,869
+8.3%
3.19%
-4.3%
Q3 2021$11,146,000
+16.7%
286,943
+18.1%
3.33%
-1.7%
Q2 2021$9,555,000
+28.6%
242,909
+25.5%
3.39%
-5.0%
Q1 2021$7,430,000
+20.3%
193,494
+20.6%
3.56%
-1.5%
Q4 2020$6,178,000
+26.2%
160,421
+19.4%
3.62%
-1.8%
Q3 2020$4,897,000
+18.2%
134,342
+12.3%
3.68%
-9.2%
Q2 2020$4,142,000
-0.1%
119,583
-8.2%
4.06%
-40.0%
Q1 2020$4,148,000
-2.3%
130,271
+15.3%
6.76%
+53.5%
Q4 2019$4,247,000112,9714.40%
Other shareholders
ISHARES TR shareholders Q4 2019
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