Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,026
-1.0%
863
+1.5%
0.01%0.0%
Q2 2023$26,291
-49.8%
850
-49.4%
0.01%
-60.0%
Q1 2023$52,422
+3.4%
1,679
+1.1%
0.02%0.0%
Q4 2022$50,684
-4.4%
1,660
+3.8%
0.02%0.0%
Q2 2022$53,000
+82.8%
1,600
+103.3%
0.02%
+87.5%
Q1 2022$29,000
-6.5%
787
+0.6%
0.01%0.0%
Q4 2021$31,0007820.01%
Other shareholders
ISHARES TR shareholders Q2 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