FOCUS Wealth Advisors, 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
FOCUS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,909,639
-2.9%
63,337
-0.4%
1.32%
-0.4%
Q2 2023$1,966,156
-1.9%
63,567
-0.9%
1.33%
+1.1%
Q1 2023$2,003,510
+0.9%
64,173
-1.3%
1.32%
-4.1%
Q4 2022$1,984,906
-3.9%
65,014
-0.3%
1.37%
-6.2%
Q3 2022$2,066,000
-4.2%
65,235
-0.6%
1.46%
-1.0%
Q2 2022$2,157,000
-7.9%
65,614
+2.0%
1.48%
+5.9%
Q1 2022$2,342,000
-9.0%
64,298
-1.5%
1.40%
-9.4%
Q4 2021$2,573,000
+17.3%
65,250
+15.5%
1.54%
+3.6%
Q3 2021$2,193,000
+0.7%
56,515
+2.1%
1.49%
-2.0%
Q2 2021$2,178,000
+3.4%
55,373
+0.9%
1.52%
-2.3%
Q1 2021$2,107,000
+1.0%
54,858
+1.3%
1.55%
-3.6%
Q4 2020$2,086,00054,1691.61%
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