HERON FINANCIAL GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
HERON FINANCIAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,189,630
-1.0%
38,462
-0.1%
0.64%
-3.2%
Q1 2023$1,201,408
-1.6%
38,482
-0.9%
0.66%
-18.9%
Q4 2022$1,221,340
-55.9%
38,822
-55.6%
0.82%
-52.3%
Q3 2022$2,767,000
-3.7%
87,3840.0%1.71%
-1.9%
Q2 2022$2,873,000
-18.2%
87,384
-9.4%
1.74%
-4.6%
Q1 2022$3,513,000
-9.8%
96,446
-7.0%
1.83%
-12.8%
Q4 2021$3,894,000
-5.0%
103,684
-1.8%
2.10%
-8.2%
Q3 2021$4,097,000
-2.1%
105,557
-0.8%
2.28%
-4.6%
Q2 2021$4,187,000
-3.3%
106,455
-5.5%
2.39%
-8.9%
Q1 2021$4,328,000
+1.5%
112,708
+0.4%
2.63%
-10.8%
Q4 2020$4,262,0000.0%112,240
-3.2%
2.94%
-13.7%
Q3 2020$4,262,000
+0.8%
115,982
-4.3%
3.41%
-9.8%
Q2 2020$4,228,000
-5.0%
121,186
-7.9%
3.78%
-17.3%
Q1 2020$4,452,000
-15.9%
131,596
-4.8%
4.57%
+4.5%
Q4 2019$5,292,000138,2164.38%
Other shareholders
ISHARES TR shareholders Q4 2021
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