FineMark National Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 634 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 6.85 and the average weighting 0.8%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$907,937
+128.6%
30,114
+134.5%
0.04%
+143.8%
Q2 2023$397,203
-11.3%
12,842
-10.5%
0.02%
-15.8%
Q1 2023$447,819
+13.5%
14,344
+10.9%
0.02%
+5.6%
Q4 2022$394,722
+40.5%
12,929
+45.6%
0.02%
+38.5%
Q3 2022$281,000
-8.8%
8,880
-5.1%
0.01%
-7.1%
Q2 2022$308,000
-30.3%
9,362
-22.8%
0.01%
-17.6%
Q1 2022$442,000
-18.9%
12,125
-12.2%
0.02%
-19.0%
Q4 2021$545,000
+1.7%
13,8120.0%0.02%
-8.7%
Q3 2021$536,000
-1.3%
13,8120.0%0.02%
+4.5%
Q2 2021$543,000
-3.4%
13,812
-5.7%
0.02%
-8.3%
Q1 2021$562,000
+5.6%
14,645
+6.0%
0.02%0.0%
Q4 2020$532,000
+5.8%
13,8120.0%0.02%0.0%
Q3 2020$503,000
+5.2%
13,8120.0%0.02%
-7.7%
Q2 2020$478,000
-10.8%
13,812
-17.9%
0.03%
-23.5%
Q1 2020$536,000
+3.7%
16,825
+22.3%
0.03%
+30.8%
Q4 2019$517,000
-29.9%
13,754
-30.0%
0.03%
-33.3%
Q3 2019$737,000
+22.0%
19,649
+19.8%
0.04%
+14.7%
Q2 2019$604,000
+41.1%
16,404
+40.2%
0.03%
+36.0%
Q1 2019$428,000
-13.4%
11,702
-19.0%
0.02%
-24.2%
Q4 2018$494,000
-13.8%
14,444
-6.5%
0.03%
-5.7%
Q3 2018$573,000
-35.6%
15,444
-34.5%
0.04%
-35.2%
Q2 2018$890,000
-0.1%
23,589
-0.5%
0.05%
-5.3%
Q1 2018$891,000
-61.7%
23,709
-61.2%
0.06%
-61.5%
Q4 2017$2,326,000
-3.0%
61,110
-1.2%
0.15%
-7.5%
Q3 2017$2,399,000
-12.7%
61,821
-11.9%
0.16%
-18.8%
Q2 2017$2,748,000
-38.7%
70,153
-39.5%
0.20%
-40.1%
Q1 2017$4,486,000
-1.2%
115,925
-5.0%
0.33%
-9.4%
Q4 2016$4,539,000
+34.5%
121,985
+42.8%
0.36%
+0.8%
Q3 2016$3,375,000
-0.6%
85,432
+0.4%
0.36%
-4.8%
Q2 2016$3,395,000
+25.5%
85,106
+22.8%
0.38%
+18.9%
Q1 2016$2,705,000
+75.1%
69,306
+74.2%
0.32%
+72.8%
Q4 2015$1,545,000
+52.5%
39,781
+51.6%
0.18%
+34.3%
Q3 2015$1,013,000
+2.5%
26,234
+4.0%
0.14%
+6.2%
Q2 2015$988,000
+35.9%
25,234
+39.2%
0.13%
+30.3%
Q1 2015$727,000
-25.7%
18,134
-26.9%
0.10%
-31.2%
Q4 2014$979,000
-1.3%
24,818
-1.1%
0.14%
-9.4%
Q3 2014$992,000
+2.0%
25,106
+2.9%
0.16%
-3.0%
Q2 2014$973,000
+3.1%
24,391
+0.9%
0.16%
-7.3%
Q1 2014$944,000
-14.3%
24,177
-19.2%
0.18%
-22.4%
Q4 2013$1,102,000
-20.4%
29,927
-17.8%
0.23%
-33.5%
Q3 2013$1,384,000
+74.5%
36,412
+80.5%
0.34%
+43.5%
Q2 2013$793,00020,1770.24%
Other shareholders
ISHARES TR shareholders Q1 2017
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