HOHIMER WEALTH MANAGEMENT, 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
HOHIMER WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$231,130
-3.4%
7,666
-0.9%
0.07%0.0%
Q2 2023$239,244
-2.9%
7,735
-2.0%
0.07%
-7.0%
Q1 2023$246,482
+0.5%
7,895
-1.8%
0.07%
-9.0%
Q4 2022$245,370
-33.5%
8,037
-31.1%
0.08%
-34.5%
Q3 2022$369,000
-3.7%
11,6600.0%0.12%
+5.3%
Q2 2022$383,000
-18.0%
11,660
-9.1%
0.11%
+22.8%
Q1 2022$467,000
-15.1%
12,832
-8.1%
0.09%
-20.7%
Q4 2021$550,000
-27.2%
13,960
-28.3%
0.12%
-26.6%
Q3 2021$756,000
-3.4%
19,483
-2.1%
0.16%
-1.2%
Q2 2021$783,000
+3.6%
19,900
+1.1%
0.16%
-13.0%
Q1 2021$756,000
+14.0%
19,680
+14.3%
0.18%
+4.5%
Q4 2020$663,000
+14.7%
17,215
+9.1%
0.18%
+6.7%
Q3 2020$578,000
+7.8%
15,780
+1.9%
0.16%
-10.8%
Q2 2020$536,000
+23.8%
15,485
+22.0%
0.18%
+1.1%
Q1 2020$433,000
-8.5%
12,691
+0.9%
0.18%
+10.9%
Q4 2019$473,00012,5820.16%
Other shareholders
ISHARES TR shareholders Q3 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