WHALEROCK POINT PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 571 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 7.34 and the average weighting 0.8%.

Quarter-by-quarter ownership
WHALEROCK POINT PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$691,000
-1.6%
18,6100.0%0.50%
-10.5%
Q2 2018$702,000
-19.9%
18,610
-20.2%
0.56%
+99.6%
Q1 2018$876,000
-1.5%
23,335
-0.0%
0.28%0.0%
Q4 2017$889,000
-1.9%
23,3450.0%0.28%
-12.2%
Q3 2017$906,000
-9.6%
23,345
-8.8%
0.32%
-13.0%
Q2 2017$1,002,000
+1.2%
25,5920.0%0.37%
-0.5%
Q1 2017$990,000
-0.5%
25,592
-4.4%
0.37%
-5.6%
Q4 2016$995,000
+0.2%
26,759
+6.4%
0.39%
-4.6%
Q3 2016$993,000
+1.2%
25,1540.0%0.41%
-2.8%
Q1 2016$981,000
+5.8%
25,154
+5.4%
0.42%
+5.0%
Q4 2015$927,000
+0.7%
23,8700.0%0.40%
+1.5%
Q3 2015$921,000
-1.4%
23,8700.0%0.40%
+2.8%
Q2 2015$934,000
-2.4%
23,8700.0%0.39%
-1.0%
Q1 2015$957,000
+61.7%
23,870
+58.8%
0.39%
+56.0%
Q4 2014$592,000
-0.3%
15,0320.0%0.25%
-6.7%
Q3 2014$594,000
+137.6%
15,032
+139.3%
0.27%
+125.2%
Q2 2014$250,000
+2.0%
6,2820.0%0.12%
-4.8%
Q1 2014$245,000
+6.1%
6,2820.0%0.12%
+3.3%
Q4 2013$231,0006,2820.12%
Other shareholders
ISHARES TR shareholders Q3 2016
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