ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 363 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 20.24 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $1,350,000 | -2.9% | 36,289 | +3.1% | 1.52% | -3.5% |
| Q3 2016 | $1,390,000 | -17.0% | 35,195 | -16.1% | 1.57% | -9.3% |
| Q2 2016 | $1,674,000 | +39.5% | 41,970 | +36.5% | 1.73% | +16.0% |
| Q1 2016 | $1,200,000 | +10.8% | 30,742 | +10.3% | 1.49% | +19.0% |
| Q4 2015 | $1,083,000 | +9.3% | 27,866 | +8.6% | 1.25% | -27.9% |
| Q3 2015 | $991,000 | +22.3% | 25,667 | +24.5% | 1.74% | +41.3% |
| Q2 2013 | $810,000 | – | 20,610 | – | 1.23% | – |
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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% |