Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,169,000
+1.6%
29,6500.0%0.02%
-9.5%
Q3 2021$1,151,000
-1.4%
29,6500.0%0.02%0.0%
Q2 2021$1,167,000
+2.5%
29,6500.0%0.02%
-8.7%
Q1 2021$1,139,000
-0.8%
29,650
-0.5%
0.02%
-8.0%
Q4 2020$1,148,000
+26.4%
29,800
+19.7%
0.02%
+13.6%
Q3 2020$908,000
+5.2%
24,9000.0%0.02%
-4.3%
Q2 2020$863,000
-2.7%
24,900
-10.6%
0.02%
-20.7%
Q1 2020$887,000
-50.6%
27,850
-41.7%
0.03%
-39.6%
Q4 2019$1,795,000
+0.4%
47,750
+0.2%
0.05%
-7.7%
Q3 2019$1,788,000
+74.6%
47,650
+71.4%
0.05%
+67.7%
Q2 2019$1,024,000
+6.1%
27,800
+5.3%
0.03%0.0%
Q1 2019$965,000
+407.9%
26,400
+428.0%
0.03%
+342.9%
Q4 2017$190,000
-2.1%
5,0000.0%0.01%
-12.5%
Q3 2017$194,000
-1.0%
5,0000.0%0.01%0.0%
Q2 2017$196,000
+1.6%
5,0000.0%0.01%0.0%
Q1 2017$193,000
+3.8%
5,0000.0%0.01%0.0%
Q4 2016$186,000
-5.6%
5,0000.0%0.01%0.0%
Q3 2016$197,000
+994.4%
5,000
+963.8%
0.01%
+700.0%
Q1 2016$18,000
+20.0%
470
+20.2%
0.00%0.0%
Q4 2015$15,000
-89.8%
391
-89.7%
0.00%
-85.7%
Q3 2015$147,000
+568.2%
3,800
+589.7%
0.01%
+600.0%
Q2 2015$22,000
-97.5%
551
-97.5%
0.00%
-97.5%
Q1 2015$872,000
+1881.8%
21,735
+1875.9%
0.04%
+1900.0%
Q2 2014$44,0001,1000.00%
Other shareholders
ISHARES TR shareholders Q3 2020
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