DB Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$613,101
+13.5%
20,335
+16.5%
0.39%
+16.9%
Q2 2023$540,040
-0.5%
17,460
+0.4%
0.33%
-3.2%
Q1 2023$542,729
+1.4%
17,384
-0.8%
0.34%
-1.4%
Q4 2022$535,160
-29.0%
17,529
-26.4%
0.35%
-35.5%
Q3 2022$754,000
-0.7%
23,821
+3.1%
0.54%
+4.1%
Q2 2022$759,000
-30.2%
23,097
-22.7%
0.52%
-21.2%
Q1 2022$1,088,000
-8.0%
29,878
-0.3%
0.66%
-6.2%
Q4 2021$1,182,000
+2.2%
29,982
+0.6%
0.70%
-6.2%
Q3 2021$1,156,000
+3.0%
29,792
+4.5%
0.74%
+3.8%
Q2 2021$1,122,000
+8.0%
28,522
+5.4%
0.72%
+0.8%
Q1 2021$1,039,000
-3.3%
27,058
-2.9%
0.71%
-10.1%
Q4 2020$1,074,00027,8770.79%
Other shareholders
ISHARES TR shareholders Q3 2021
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