GDS Wealth Management - 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
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,344,058
+12.2%
309,919
+15.1%
1.47%
+8.7%
Q2 2023$8,328,181
+6.8%
269,259
+7.8%
1.35%
-1.9%
Q1 2023$7,795,384
-4.0%
249,692
-6.1%
1.38%
-11.1%
Q4 2022$8,117,103265,8731.55%
Other shareholders
ISHARES TR shareholders Q1 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