Apriem Advisors - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 613 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 6.07 and the average weighting 0.7%.

Quarter-by-quarter ownership
Apriem Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$130,000
-23.5%
3,440
-21.8%
0.03%
-37.0%
Q1 2017$170,000
+0.6%
4,400
-3.3%
0.05%
-8.0%
Q4 2016$169,000
-11.1%
4,548
-5.2%
0.05%
-12.3%
Q3 2016$190,000
-0.5%
4,8000.0%0.06%
-8.1%
Q2 2016$191,000
-44.3%
4,800
-45.5%
0.06%
-54.1%
Q1 2016$343,000
+84.4%
8,800
+83.3%
0.14%
+104.5%
Q4 2015$186,000
+20.8%
4,800
+20.0%
0.07%
+15.8%
Q3 2015$154,000
-1.9%
4,0000.0%0.06%
+5.6%
Q2 2015$157,000
-1.9%
4,0000.0%0.05%
-1.8%
Q1 2015$160,000
+39.1%
4,000
+37.5%
0.06%
+31.0%
Q4 2014$115,0000.0%2,9100.0%0.04%
-4.5%
Q3 2014$115,000
-0.9%
2,9100.0%0.04%0.0%
Q2 2014$116,000
+1.8%
2,9100.0%0.04%
+2.3%
Q1 2014$114,000
+6.5%
2,9100.0%0.04%
+2.4%
Q4 2013$107,000
+46.6%
2,910
+52.4%
0.04%
+31.2%
Q3 2013$73,000
-2.7%
1,9100.0%0.03%
-13.5%
Q2 2013$75,0001,9100.04%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders