Carl P. Sherr & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carl P. Sherr & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$200,581
-0.9%
6,4850.0%0.13%
-9.0%
Q1 2023$202,462
-1.2%
6,4850.0%0.14%
-11.6%
Q3 2022$205,000
-3.8%
6,4850.0%0.16%
+3.1%
Q2 2022$213,000
-16.8%
6,4850.0%0.16%
+2.6%
Q4 2021$256,0006,4850.16%
Other shareholders
ISHARES TR shareholders Q4 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