ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,390 | -3.4% | 9,200 | -0.9% | 0.15% | +28.7% |
| Q2 2023 | $287,209 | +0.5% | 9,286 | +1.4% | 0.12% | -29.0% |
| Q1 2023 | $285,867 | +2.6% | 9,157 | +0.3% | 0.16% | -20.2% |
| Q4 2022 | $278,704 | -5.8% | 9,129 | -2.1% | 0.20% | -21.3% |
| Q3 2022 | $296,000 | +14.3% | 9,323 | +18.6% | 0.26% | +16.2% |
| Q2 2022 | $259,000 | -8.2% | 7,863 | +1.7% | 0.22% | +16.8% |
| Q1 2022 | $282,000 | -7.8% | 7,735 | -0.4% | 0.19% | -16.7% |
| Q4 2021 | $306,000 | – | 7,763 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |