WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV - ISHARES TR ownership

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
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,538
-2.5%
2500.0%0.00%0.0%
Q2 2023$7,733
-0.9%
2500.0%0.00%0.0%
Q1 2023$7,805
+2.3%
2500.0%0.00%0.0%
Q4 2022$7,633
-23.7%
250
-19.1%
0.00%
-40.0%
Q3 2022$10,000
-16.7%
309
-15.8%
0.01%0.0%
Q2 2022$12,000
-7.7%
3670.0%0.01%0.0%
Q1 2022$13,000
-99.8%
367
-99.8%
0.01%
-99.9%
Q3 2020$6,032,000
-26.7%
165,488
-30.3%
3.95%
-29.0%
Q2 2020$8,227,000
+3.9%
237,511
-4.5%
5.56%
-2.3%
Q1 2020$7,922,000
+87922.2%
248,821
+99428.4%
5.69%
+71050.0%
Q3 2018$9,000
-99.9%
2500.0%0.01%
-11.1%
Q2 2018$9,428,000
+104655.6%
2500.0%0.01%0.0%
Q1 2018$9,000
-10.0%
2500.0%0.01%0.0%
Q4 2017$10,0002500.01%
Other shareholders
ISHARES TR shareholders Q4 2022
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