Founders Financial Alliance, 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
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,248
-16.9%
6,841
-14.7%
0.09%
-8.2%
Q2 2023$248,137
+28.3%
8,023
+29.5%
0.10%
+1.0%
Q1 2023$193,438
-40.4%
6,196
-41.7%
0.10%
-34.9%
Q4 2022$324,346
-7.3%
10,624
-3.8%
0.15%
-16.3%
Q3 2022$350,000
-27.8%
11,039
-25.2%
0.18%
-27.6%
Q2 2022$485,000
+10.2%
14,755
+22.2%
0.25%
+25.5%
Q1 2022$440,000
-14.6%
12,072
-7.6%
0.20%
-5.3%
Q4 2021$515,000
+3.6%
13,069
+2.0%
0.21%
-10.8%
Q3 2021$497,000
+10.2%
12,819
+11.8%
0.23%
+13.2%
Q2 2021$451,000
+0.4%
11,467
-2.1%
0.20%
-7.2%
Q1 2021$449,000
+3.9%
11,714
+4.3%
0.22%
-9.4%
Q4 2020$432,000
-2.7%
11,230
-8.2%
0.24%
-7.9%
Q3 2020$444,00012,2270.26%
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