Worth Asset Management, LLC - 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
Worth Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$126,194
-62.4%
4,080
-62.0%
0.10%
-62.4%
Q1 2023$335,178
+22.9%
10,736
+20.2%
0.26%
+34.2%
Q4 2022$272,633
-5.0%
8,930
-1.5%
0.19%
-9.5%
Q3 2022$287,000
-26.6%
9,065
-23.8%
0.21%
-21.3%
Q2 2022$391,000
-30.7%
11,895
-30.7%
0.27%
-27.4%
Q1 2022$564,00017,1750.37%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders