Pacific Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pacific Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,804,744
-3.8%
35,010
-2.2%
1.17%
-2.5%
Q1 2023$1,875,407
+5.8%
35,797
+0.6%
1.20%
-7.6%
Q4 2022$1,772,298
-0.7%
35,595
-3.8%
1.30%
-17.7%
Q3 2022$1,784,000
+131.7%
36,986
+156.1%
1.58%
+86.6%
Q2 2022$770,000
-12.1%
14,444
+1.2%
0.85%
+8.7%
Q1 2022$876,000
-73.1%
14,269
-69.5%
0.78%
-68.4%
Q4 2021$3,255,00046,7962.47%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 720,506$44,253,00021.91%
Allianz Investment Management U.S. LLC 1,470,000$90,302,0007.22%
NYL Investors LLC 755,000$46,372,0006.38%
Fund Evaluation Group, LLC 4,064$73,396,0005.08%
AGILIS PARTNERS LLC 159,101$9,772,0004.88%
Mid-American Wealth Advisory Group, Inc. 77,048$4,732,0003.70%
Carolina Wealth Advisors, LLC 63,397$3,894,0002.46%
PRUDENTIAL PLC 1,884,761$115,762,0001.67%
Copperleaf Capital, LLC 29,061$1,785,0001.58%
ShoreHaven Wealth Partners, LLC 47,718$2,930,0001.55%
View complete list of ISHARES TR shareholders