ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 692 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 26.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,748,000 | -27.1% | 74,000 | -26.0% | 6.61% | -9.1% |
| Q2 2018 | $3,771,000 | +0.4% | 100,000 | 0.0% | 7.27% | +0.6% |
| Q1 2018 | $3,756,000 | -11.1% | 100,000 | -9.9% | 7.23% | -1.4% |
| Q4 2017 | $4,226,000 | +1.8% | 111,000 | +3.7% | 7.33% | +2.8% |
| Q3 2017 | $4,153,000 | +23.1% | 107,000 | +24.3% | 7.13% | +44.8% |
| Q2 2017 | $3,373,000 | +17.8% | 86,100 | +16.4% | 4.92% | +93.5% |
| Q1 2017 | $2,864,000 | +4.0% | 74,000 | 0.0% | 2.54% | +1.3% |
| Q4 2016 | $2,754,000 | – | 74,000 | – | 2.51% | – |
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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% |