Navis Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Navis Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$253,000
-3.8%
8,0000.0%0.39%
+38.7%
Q2 2022$263,000
-9.6%
8,0000.0%0.28%
+9.3%
Q1 2022$291,000
-7.6%
8,0000.0%0.26%
-2.6%
Q4 2021$315,000
+1.6%
8,0000.0%0.26%
+22.7%
Q3 2021$310,000
-1.6%
8,0000.0%0.22%
-18.5%
Q2 2021$315,000
+2.6%
8,0000.0%0.26%
+11.3%
Q1 2021$307,000
-77.2%
8,000
-77.1%
0.24%
-80.4%
Q4 2020$1,348,00035,0001.22%
Other shareholders
ISHARES TR shareholders Q4 2020
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