Willis Johnson & Associates, Inc. - 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
Willis Johnson & Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$594,684
+2.6%
19,724
+5.2%
0.06%
-1.6%
Q2 2023$579,843
-0.9%
18,7470.0%0.06%
-10.1%
Q1 2023$585,279
+2.3%
18,7470.0%0.07%
-8.0%
Q4 2022$572,344
-2.8%
18,747
+0.9%
0.08%
-12.8%
Q3 2022$589,000
-3.3%
18,588
+0.3%
0.09%
+1.2%
Q2 2022$609,000
-9.8%
18,5360.0%0.08%
-4.5%
Q1 2022$675,000
-45.9%
18,536
-41.4%
0.09%
-44.7%
Q4 2021$1,248,000
+2.6%
31,653
+1.0%
0.16%
-4.7%
Q3 2021$1,216,000
-2.0%
31,341
-0.7%
0.17%
-4.0%
Q2 2021$1,241,000
+2.6%
31,558
+0.1%
0.18%
-4.9%
Q1 2021$1,210,000
+4.6%
31,516
+4.9%
0.18%
-4.1%
Q4 2020$1,157,00030,0450.19%
Other shareholders
ISHARES TR shareholders Q3 2023
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