Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 957 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$28,606
-50.5%
907
-49.4%
0.01%
-50.0%
Q1 2024$57,792
+109.7%
1,793
+103.1%
0.01%
+66.7%
Q4 2023$27,555
+5.9%
883
+2.3%
0.01%0.0%
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 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 9,025,000$329,864,00036.52%
PROTECTIVE LIFE CORP 845,415$30,900,00028.75%
Price Capital Management, Inc. 1,812,824$66,259,00018.50%
LDR Capital Management LLC 372,623$13,619,00011.03%
Intersect Capital LLC 469,395$17,156,0007.23%
MD Financial Management Inc. 3,408,164$124,568,0005.70%
BRAVE ASSET MANAGEMENT INC 279,207$10,205,0005.69%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$41,484,0005.32%
Leicht Financial Planning & Wealth Management, Inc. 141,173$5,160,0005.32%
Longer Investments Inc. 115,130$4,208,0004.98%
View complete list of ISHARES TR shareholders