RMR Wealth Builders - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
RMR Wealth Builders ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$539,139
-6.8%
17,882
-4.4%
0.09%
-12.2%
Q2 2023$578,290
+7.3%
18,697
+8.3%
0.10%
-3.9%
Q1 2023$538,912
-11.6%
17,262
-13.6%
0.10%
-26.1%
Q4 2022$609,932
-5.9%
19,978
-2.4%
0.14%
-13.2%
Q3 2022$648,000
-3.9%
20,467
-0.2%
0.16%
-5.4%
Q2 2022$674,000
+0.3%
20,498
+11.1%
0.17%
+16.7%
Q1 2022$672,000
-1.5%
18,455
+6.7%
0.14%
-26.5%
Q4 2021$682,000
+20.1%
17,290
+18.2%
0.20%
+17.4%
Q3 2021$568,000
+5.0%
14,633
+6.4%
0.17%
-5.6%
Q2 2021$541,000
-23.8%
13,754
-25.6%
0.18%
-3.8%
Q1 2021$710,000
+105.8%
18,480
+106.5%
0.18%
+8.9%
Q4 2020$345,000
-66.5%
8,948
-68.3%
0.17%
-36.7%
Q3 2020$1,029,000
+1559.7%
28,226
+1468.1%
0.27%
+385.5%
Q2 2020$62,000
+37.8%
1,800
+50.0%
0.06%
+27.9%
Q4 2019$45,0001,2000.04%
Other shareholders
ISHARES TR shareholders Q1 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