Collaborative Wealth Managment Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 928 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.73 and the average weighting 0.4%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,513
-7.8%
9,271
-5.4%
0.17%
-7.2%
Q2 2023$303,106
-3.1%
9,800
-2.2%
0.18%
-8.6%
Q1 2023$312,941
-15.4%
10,024
-17.3%
0.20%
-18.9%
Q4 2022$370,016
-3.6%
12,1200.0%0.24%
-10.7%
Q3 2022$384,000
-8.8%
12,120
-5.3%
0.27%
-1.4%
Q2 2022$421,000
-17.0%
12,805
-0.5%
0.28%
-0.7%
Q4 2021$507,000
+7.9%
12,866
-0.2%
0.28%
+2.6%
Q1 2021$470,00012,8940.27%
Other shareholders
ISHARES TR shareholders Q1 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