Core Wealth Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 957 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$373,047
-2.1%
11,8240.0%0.26%
-11.5%
Q1 2024$381,088
+3.3%
11,8240.0%0.29%
-4.6%
Q4 2023$368,791
+0.9%
11,824
-2.5%
0.30%
-9.0%
Q3 2023$365,539
-2.5%
12,1240.0%0.33%
-4.0%
Q2 2023$374,996
-21.9%
12,124
-21.1%
0.35%
-28.2%
Q1 2023$479,976
+84.8%
15,374
+651.1%
0.48%
+65.1%
Q4 2022$259,6762,0470.29%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 9,025,000$329,864,00036.52%
PROTECTIVE LIFE CORP 845,415$30,900,00028.75%
Price Capital Management, Inc. 1,812,824$66,259,00018.50%
LDR Capital Management LLC 372,623$13,619,00011.03%
Intersect Capital LLC 469,395$17,156,0007.23%
MD Financial Management Inc. 3,408,164$124,568,0005.70%
BRAVE ASSET MANAGEMENT INC 279,207$10,205,0005.69%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$41,484,0005.32%
Leicht Financial Planning & Wealth Management, Inc. 141,173$5,160,0005.32%
Longer Investments Inc. 115,130$4,208,0004.98%
View complete list of ISHARES TR shareholders