Carl P. Sherr & Co., 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
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 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