BARRETT & COMPANY, INC. - 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
BARRETT & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$452,622
-7.0%
15,012
-4.5%
0.27%
-5.3%
Q2 2023$486,429
-16.1%
15,727
-15.3%
0.28%
-23.2%
Q1 2023$579,599
+2.4%
18,565
+0.1%
0.37%
-1.9%
Q4 2022$566,2380.0%18,5470.0%0.37%0.0%
Q3 2022$566,23818,5470.37%
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