Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$539,039
-4.5%
17,879
-2.0%
0.01%0.0%
Q2 2023$564,216
-4.6%
18,242
-3.7%
0.01%
-15.4%
Q1 2023$591,615
+9.4%
18,950
+7.0%
0.01%
+8.3%
Q4 2022$540,574
-5.5%
17,706
-2.0%
0.01%0.0%
Q3 2022$572,000
-2.4%
18,064
+1.3%
0.01%
+9.1%
Q2 2022$586,000
-16.8%
17,837
-7.7%
0.01%
-8.3%
Q1 2022$704,000
-11.3%
19,329
-4.0%
0.01%
-14.3%
Q4 2021$794,000
-2.2%
20,137
-3.8%
0.01%
-6.7%
Q3 2021$812,000
-4.8%
20,923
-3.6%
0.02%
-6.2%
Q2 2021$853,000
-12.5%
21,696
-14.6%
0.02%
-15.8%
Q1 2021$975,000
+4.1%
25,393
+4.4%
0.02%0.0%
Q4 2020$937,000
+7.2%
24,319
+1.4%
0.02%
-5.0%
Q3 2020$874,000
-1.9%
23,990
-6.7%
0.02%
-4.8%
Q2 2020$891,000
+0.9%
25,719
-7.2%
0.02%
-8.7%
Q1 2020$883,000
-18.3%
27,728
-3.6%
0.02%0.0%
Q4 2019$1,081,000
-0.8%
28,766
-1.0%
0.02%
-4.2%
Q3 2019$1,090,000
+4.1%
29,043
+2.2%
0.02%
+4.3%
Q2 2019$1,047,000
-5.6%
28,408
-6.4%
0.02%
-8.0%
Q1 2019$1,109,000
+0.6%
30,351
-5.7%
0.02%
-3.8%
Q4 2018$1,102,000
-9.2%
32,202
-1.5%
0.03%
-3.7%
Q3 2018$1,214,000
-2.2%
32,685
-0.7%
0.03%0.0%
Q2 2018$1,241,000
-2.7%
32,919
-3.1%
0.03%
-3.6%
Q1 2018$1,275,000
-10.8%
33,955
-9.6%
0.03%
-9.7%
Q4 2017$1,430,000
+214.3%
37,564
+220.7%
0.03%
+181.8%
Q3 2017$455,000
-0.9%
11,7130.0%0.01%0.0%
Q2 2017$459,000
+1.3%
11,7130.0%0.01%0.0%
Q1 2017$453,000
+3.9%
11,7130.0%0.01%0.0%
Q4 2016$436,000
-5.8%
11,7130.0%0.01%
-8.3%
Q3 2016$463,000
-1.5%
11,713
-0.5%
0.01%0.0%
Q2 2016$470,000
+0.9%
11,775
-1.4%
0.01%0.0%
Q1 2016$466,000
+0.4%
11,9430.0%0.01%0.0%
Q4 2015$464,000
-0.2%
11,943
-0.9%
0.01%
+9.1%
Q3 2015$465,000
-1.7%
12,055
-0.2%
0.01%0.0%
Q2 2015$473,000
-2.5%
12,083
-0.1%
0.01%0.0%
Q1 2015$485,000
+1.7%
12,092
-0.1%
0.01%0.0%
Q4 2014$477,000
-2.5%
12,099
-2.3%
0.01%
-8.3%
Q3 2014$489,000
-3.6%
12,380
-2.6%
0.01%0.0%
Q2 2014$507,000
-1.9%
12,709
-4.1%
0.01%
-7.7%
Q1 2014$517,000
+32.6%
13,259
+25.2%
0.01%
+18.2%
Q4 2013$390,000
-3.5%
10,588
-0.4%
0.01%
-8.3%
Q3 2013$404,000
-2.4%
10,634
+0.8%
0.01%
-20.0%
Q2 2013$414,00010,5500.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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