Live Oak Investment Partners - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 29 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Live Oak Investment Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$152,801
-4.0%
5,068
-1.5%
0.13%
-0.8%
Q2 2023$159,163
-37.2%
5,146
-36.6%
0.13%
-40.1%
Q1 2023$253,285
+2.3%
8,1130.0%0.22%
-2.2%
Q4 2022$247,6878,1130.23%
Other shareholders
ISHARES TR shareholders Q4 2023
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