Prudent Man Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
Prudent Man Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$211,743
+97477.4%
7,0230.0%0.08%
+2.4%
Q2 2023$217
-0.9%
7,0230.0%0.08%
-4.7%
Q1 2023$219
+2.3%
7,0230.0%0.09%0.0%
Q4 2022$214
-99.9%
7,0230.0%0.09%
-18.9%
Q3 2022$223,000
-3.0%
7,0230.0%0.11%
-0.9%
Q2 2022$230,000
-18.4%
7,023
-9.3%
0.11%
-6.1%
Q1 2022$282,000
-7.5%
7,7460.0%0.11%
-1.7%
Q4 2021$305,000
+16.9%
7,746
+15.2%
0.12%
+17.2%
Q3 2021$261,000
-1.1%
6,7240.0%0.10%
-2.9%
Q2 2021$264,000
+2.3%
6,7240.0%0.10%
-5.6%
Q1 2021$258,000
-0.4%
6,7240.0%0.11%
-0.9%
Q4 2020$259,000
+5.7%
6,7240.0%0.11%
-16.2%
Q3 2020$245,000
+5.2%
6,7240.0%0.13%
-37.2%
Q2 2020$233,0006,7240.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders