KELLEHER FINANCIAL ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 565 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 13.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
KELLEHER FINANCIAL ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$218,000
-0.5%
5,569
-1.8%
0.42%
-9.9%
Q1 2017$219,000
-56.9%
5,669
-58.5%
0.47%
+65.6%
Q4 2016$508,000
-17.1%
13,675
-12.0%
0.28%
-18.7%
Q3 2016$613,000
-2.4%
15,540
-1.4%
0.35%
-8.9%
Q2 2016$628,000
-13.9%
15,765
-15.6%
0.38%
-5.2%
Q1 2016$729,000
-2.5%
18,687
-3.0%
0.40%
-20.7%
Q4 2015$748,000
-24.3%
19,257
-24.8%
0.51%
-22.6%
Q3 2015$988,000
-0.6%
25,607
+0.8%
0.66%
+15.5%
Q2 2015$994,000
-6.4%
25,395
-4.1%
0.57%
-3.4%
Q1 2015$1,062,000
+8.7%
26,485
+6.9%
0.59%
+12.0%
Q4 2014$977,000
-3.4%
24,775
-2.6%
0.52%
-4.4%
Q3 2014$1,011,000
+4.4%
25,425
+4.8%
0.55%
+8.5%
Q2 2014$968,000
+32.2%
24,255
+29.3%
0.50%
+26.9%
Q1 2014$732,000
+32.8%
18,760
+25.4%
0.40%
+39.6%
Q4 2013$551,000
-3.7%
14,960
-0.7%
0.28%
-12.6%
Q3 2013$572,000
-2.2%
15,060
+1.1%
0.33%
-8.7%
Q2 2013$585,00014,8950.36%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders