NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 959 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 8.66 and the average weighting 0.6%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,782,651
-9.3%
258,131
-6.9%
0.25%
-13.9%
Q2 2023$8,580,102
+129.6%
277,404
+131.7%
0.29%
+102.1%
Q1 2023$3,737,372
+19.6%
119,711
+17.0%
0.14%
+5.2%
Q4 2022$3,124,326
-10.8%
102,336
-7.5%
0.14%
-18.7%
Q3 2022$3,503,000
-41.3%
110,622
-39.1%
0.17%
-38.7%
Q2 2022$5,970,000
-59.2%
181,561
-54.8%
0.27%
-58.3%
Q1 2022$14,630,000
-7.5%
401,697
+0.2%
0.65%
-2.0%
Q4 2021$15,814,000
+374.0%
401,056
+366.6%
0.66%
+233.2%
Q3 2021$3,336,000
+41.6%
85,946
+43.5%
0.20%
+10.6%
Q2 2021$2,356,000
-1.8%
59,895
-4.1%
0.18%
-24.4%
Q1 2021$2,399,000
+442.8%
62,473
+444.6%
0.24%
+75.0%
Q4 2020$442,00011,4710.14%
Other shareholders
ISHARES TR shareholders Q2 2021
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