Soltis Investment Advisors 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
Soltis Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$311,000
-1.3%
8,545
+7.0%
0.04%
-2.3%
Q4 2021$315,000
-15.5%
7,985
-16.9%
0.04%
-24.1%
Q3 2021$373,000
-2.1%
9,606
-0.9%
0.06%
-3.3%
Q2 2021$381,000
+3.3%
9,693
+0.8%
0.06%
-10.4%
Q1 2021$369,000
+4.5%
9,614
+5.0%
0.07%
+3.1%
Q4 2020$353,000
+3.8%
9,158
-1.7%
0.06%
-18.8%
Q3 2020$340,000
+49.8%
9,318
+42.2%
0.08%
+35.6%
Q2 2020$227,000
-23.3%
6,554
-29.4%
0.06%
-35.9%
Q1 2020$296,000
-78.9%
9,288
-75.1%
0.09%
-65.9%
Q4 2019$1,403,00037,3130.27%
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