PACIFIC CAPITAL WEALTH ADVISORS, INC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$291,688
+2.3%
9,3430.0%0.08%
+1.4%
Q4 2022$285,242
-17.3%
9,343
-14.2%
0.07%
-21.3%
Q3 2022$345,000
-3.6%
10,895
+0.2%
0.09%
-5.1%
Q2 2022$358,000
-18.6%
10,875
-9.9%
0.10%
-21.4%
Q1 2022$440,000
-7.4%
12,069
+0.1%
0.13%
-8.0%
Q4 2021$475,000
+1.7%
12,059
+0.2%
0.14%
-7.4%
Q3 2021$467,000
-1.3%
12,039
+0.1%
0.15%
-37.8%
Q2 2021$473,000
+2.6%
12,022
+0.1%
0.24%
-7.4%
Q1 2021$461,000
-0.2%
12,004
+0.1%
0.26%
-2.3%
Q4 2020$462,000
+6.0%
11,993
+0.2%
0.26%
+1.5%
Q3 2020$436,000
+5.3%
11,973
+0.2%
0.26%
-7.8%
Q2 2020$414,000
+8.9%
11,954
+0.2%
0.28%
-2.1%
Q1 2020$380,000
-15.2%
11,933
+0.1%
0.29%
-4.0%
Q4 2019$448,00011,9210.30%
Other shareholders
ISHARES TR shareholders Q4 2020
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