SMITH SHELLNUT WILSON LLC /ADV - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
SMITH SHELLNUT WILSON LLC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,460,751
-3.1%
81,617
-0.6%
1.51%
+5.2%
Q2 2023$2,539,536
-4.9%
82,106
-4.1%
1.43%
-11.8%
Q1 2023$2,671,782
+2.1%
85,579
-0.2%
1.62%
+0.5%
Q4 2022$2,618,103
-15.2%
85,755
-12.1%
1.62%
-21.3%
Q3 2022$3,088,000
-10.4%
97,506
-6.9%
2.05%
-3.8%
Q2 2022$3,445,000
-11.4%
104,777
-1.8%
2.13%
+4.8%
Q1 2022$3,887,000
-4.2%
106,730
+3.7%
2.04%
+1.2%
Q4 2021$4,059,000
+69.2%
102,930
+66.5%
2.01%
+44.8%
Q3 2021$2,399,000
+56.8%
61,808
+58.9%
1.39%
+56.0%
Q2 2021$1,530,000
+3.8%
38,904
+1.4%
0.89%
-1.1%
Q1 2021$1,474,000
+0.4%
38,379
+0.7%
0.90%
+2.9%
Q4 2020$1,468,000
+3.9%
38,118
-1.7%
0.88%
+65.7%
Q3 2020$1,413,000
+5.8%
38,761
+0.5%
0.53%
-44.8%
Q2 2020$1,335,000
+10.2%
38,550
+1.4%
0.96%
-5.9%
Q1 2020$1,211,000
-6.1%
38,024
+10.8%
1.02%
+18.1%
Q4 2019$1,290,000
+13.9%
34,308
+13.7%
0.86%
+2.5%
Q3 2019$1,133,000
-3.5%
30,183
-5.2%
0.84%
-4.9%
Q2 2019$1,174,000
+7.7%
31,853
+6.8%
0.88%
+2.2%
Q1 2019$1,090,000
+36.8%
29,811
+28.0%
0.86%
+1.1%
Q4 2018$797,000
-36.0%
23,281
-30.6%
0.85%
-23.5%
Q3 2018$1,246,000
+34.7%
33,557
+36.3%
1.12%
+40.4%
Q1 2018$925,000
+72.3%
24,621
+74.6%
0.80%
+75.1%
Q4 2017$537,000
-3.9%
14,104
-2.1%
0.45%
-7.7%
Q3 2017$559,000
+31.2%
14,409
+31.0%
0.49%
+25.2%
Q1 2017$426,000
+12.1%
11,003
+7.7%
0.39%
+7.4%
Q4 2016$380,00010,2170.37%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders