ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 466 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 24.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $17,986,000 | +29.8% | 448,520 | +27.2% | 2.53% | +31.0% |
| Q4 2014 | $13,855,000 | -1.6% | 352,551 | -1.3% | 1.93% | +1.9% |
| Q3 2014 | $14,080,000 | +5.6% | 357,123 | +6.6% | 1.89% | -3.4% |
| Q2 2014 | $13,328,000 | +5.5% | 335,076 | +3.2% | 1.96% | +6.8% |
| Q1 2014 | $12,632,000 | +11.7% | 324,676 | +5.4% | 1.84% | +12.8% |
| Q4 2013 | $11,313,000 | +37.5% | 307,963 | +41.9% | 1.63% | +31.5% |
| Q3 2013 | $8,228,000 | -6.5% | 217,046 | -3.2% | 1.24% | -2.2% |
| Q2 2013 | $8,802,000 | – | 224,181 | – | 1.26% | – |
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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% |