FOCUS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

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 2023
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