WEATHERLY ASSET MANAGEMENT L. P. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
WEATHERLY ASSET MANAGEMENT L. P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,088
-31.8%
8,825
-30.1%
0.03%
-30.4%
Q2 2023$390,363
-38.0%
12,621
-37.4%
0.05%
-43.9%
Q1 2023$629,435
-9.2%
20,161
-11.2%
0.08%
-13.7%
Q4 2022$693,012
-13.6%
22,699
-10.3%
0.10%
-17.4%
Q3 2022$802,000
-3.7%
25,313
-0.0%
0.12%
-0.9%
Q2 2022$833,000
-17.1%
25,321
-8.2%
0.12%
-1.7%
Q1 2022$1,005,000
-9.1%
27,595
-1.6%
0.12%
-4.1%
Q4 2021$1,106,000
+0.5%
28,044
-1.2%
0.12%
-8.2%
Q3 2021$1,101,000
-1.4%
28,371
-0.1%
0.13%
-5.0%
Q2 2021$1,117,000
+0.8%
28,395
-1.6%
0.14%
-8.4%
Q1 2021$1,108,000
+0.5%
28,843
+0.8%
0.15%
-2.5%
Q4 2020$1,102,000
-9.1%
28,611
-14.0%
0.16%
-19.4%
Q3 2020$1,212,000
+4.2%
33,259
-1.0%
0.20%
-4.9%
Q2 2020$1,163,000
+13.9%
33,587
+4.8%
0.21%
-7.6%
Q1 2020$1,021,000
-15.3%
32,059
+0.0%
0.22%
-3.0%
Q4 2019$1,205,000
-7.2%
32,058
-7.3%
0.23%
-17.0%
Q3 2019$1,298,000
-3.8%
34,581
-5.5%
0.28%
+3.0%
Q2 2019$1,349,000
+0.4%
36,607
-0.4%
0.27%
-1.8%
Q1 2019$1,344,000
+5.4%
36,760
-1.3%
0.27%
-9.3%
Q4 2018$1,275,000
-23.2%
37,239
-16.7%
0.30%
-11.4%
Q3 2018$1,660,000
-2.7%
44,701
-1.2%
0.34%
-14.3%
Q2 2018$1,706,000
-0.1%
45,249
-0.4%
0.40%
-1.7%
Q1 2018$1,707,000
-2.3%
45,445
-1.0%
0.40%
-4.3%
Q4 2017$1,748,000
-10.0%
45,904
-8.3%
0.42%
-17.9%
Q3 2017$1,943,000
-17.2%
50,077
-16.4%
0.52%
-22.1%
Q2 2017$2,347,000
+1.5%
59,925
+0.3%
0.66%
-3.2%
Q1 2017$2,313,000
+3.4%
59,774
-0.6%
0.68%
-4.1%
Q4 2016$2,237,000
-23.4%
60,123
-18.7%
0.71%
-26.5%
Q3 2016$2,922,000
-1.2%
73,976
-0.2%
0.97%
-0.7%
Q2 2016$2,957,000
+0.9%
74,125
-1.3%
0.98%
-3.7%
Q1 2016$2,930,000
+0.8%
75,092
+0.3%
1.01%
-1.6%
Q4 2015$2,907,000
-4.3%
74,841
-4.9%
1.03%
-16.2%
Q3 2015$3,037,000
-4.3%
78,684
-2.9%
1.23%
+1.6%
Q2 2015$3,173,000
-3.6%
81,009
-1.4%
1.21%
-8.1%
Q1 2015$3,293,000
-3.1%
82,118
-4.7%
1.32%
-7.7%
Q4 2014$3,398,000
-2.4%
86,155
-2.2%
1.43%
-4.9%
Q3 2014$3,481,000
-51.9%
88,084
-51.5%
1.50%
-3.2%
Q2 2014$7,244,000
+96.9%
181,532
+92.6%
1.55%
-9.3%
Q1 2014$3,679,000
-1.7%
94,256
-7.2%
1.71%
-4.4%
Q4 2013$3,742,000
-11.6%
101,590
-8.8%
1.78%
-17.1%
Q3 2013$4,233,000
-8.6%
111,396
-5.5%
2.15%
-15.7%
Q2 2013$4,630,000117,8792.55%
Other shareholders
ISHARES TR shareholders Q2 2022
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