ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 365 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.94 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,879,000 | -24.9% | 48,553 | -27.8% | 0.30% | -28.2% |
| Q4 2016 | $2,502,000 | -7.2% | 67,230 | -1.5% | 0.41% | -8.8% |
| Q3 2016 | $2,696,000 | -1.6% | 68,267 | -0.6% | 0.45% | -3.0% |
| Q2 2016 | $2,739,000 | -2.2% | 68,669 | -4.3% | 0.47% | -4.3% |
| Q1 2016 | $2,800,000 | +1.0% | 71,748 | +0.5% | 0.49% | +1.2% |
| Q4 2015 | $2,773,000 | -6.0% | 71,374 | -6.6% | 0.48% | -7.5% |
| Q3 2015 | $2,949,000 | -0.9% | 76,415 | +0.5% | 0.52% | +8.6% |
| Q2 2015 | $2,977,000 | -2.0% | 76,007 | +0.3% | 0.48% | +3.7% |
| Q1 2015 | $3,039,000 | +0.1% | 75,788 | -1.5% | 0.46% | -1.1% |
| Q4 2014 | $3,035,000 | +56.1% | 76,943 | +56.4% | 0.47% | +45.0% |
| Q3 2014 | $1,944,000 | +3.6% | 49,184 | +4.6% | 0.32% | +4.2% |
| Q2 2014 | $1,877,000 | +5.4% | 47,011 | +3.0% | 0.31% | +1.6% |
| Q1 2014 | $1,781,000 | +10.1% | 45,622 | +3.8% | 0.30% | +9.4% |
| Q4 2013 | $1,618,000 | -16.7% | 43,932 | -14.1% | 0.28% | -22.6% |
| Q3 2013 | $1,943,000 | -45.7% | 51,134 | -43.9% | 0.36% | -47.2% |
| Q2 2013 | $3,577,000 | -1.4% | 91,076 | +1.7% | 0.68% | -1.3% |
| Q1 2013 | $3,629,000 | – | 89,563 | – | 0.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |