Falcon Wealth Planning - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,679,920
+6.8%
321,059
+9.6%
2.10%
+4.0%
Q2 2023$9,062,947
+14.0%
293,015
+15.1%
2.02%
+1.8%
Q1 2023$7,950,967
+24.5%
254,675
+21.8%
1.98%
+8.4%
Q4 2022$6,385,506
-27.7%
209,155
-25.0%
1.83%
-37.4%
Q3 2022$8,827,000
+0.8%
278,716
+4.6%
2.92%
-1.8%
Q2 2022$8,761,000
-14.5%
266,443
-5.3%
2.98%
-7.1%
Q1 2022$10,247,000
+11.4%
281,343
+20.6%
3.21%
+6.5%
Q4 2021$9,200,000
+96.2%
233,318
+93.1%
3.01%
+68.8%
Q3 2021$4,690,000
+523.7%
120,849
+531.9%
1.78%
+455.5%
Q2 2021$752,000
+2.0%
19,126
-0.3%
0.32%
-10.8%
Q1 2021$737,000
-10.0%
19,184
-9.8%
0.36%
-21.6%
Q4 2020$819,00021,2570.46%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders