Lattice Strategies LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 718 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lattice Strategies LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$747,000
-6.9%
20,449
-12.7%
0.68%
-1.7%
Q4 2018$802,000
+23.2%
23,419
+33.5%
0.70%
+38.1%
Q3 2018$651,000
+10.5%
17,539
+12.2%
0.50%
+9.6%
Q2 2018$589,000
-1.3%
15,625
-1.6%
0.46%
+6.2%
Q1 2018$597,000
+0.5%
15,885
+1.9%
0.43%
+0.7%
Q4 2017$594,000
-3.3%
15,590
-1.5%
0.43%
-6.9%
Q3 2017$614,000
-8.4%
15,820
-7.5%
0.46%
-10.3%
Q2 2017$670,000
+6.7%
17,105
+5.4%
0.52%
+5.1%
Q1 2017$628,000
+174.2%
16,230
+163.3%
0.49%
+162.0%
Q4 2016$229,000
+0.9%
6,165
+7.1%
0.19%
+8.1%
Q3 2016$227,000
-33.6%
5,755
-32.8%
0.17%
-35.2%
Q2 2016$342,000
-28.3%
8,565
-29.9%
0.27%
-28.0%
Q1 2016$477,000
-36.0%
12,210
-36.4%
0.37%
-36.9%
Q4 2015$745,000
-37.3%
19,185
-37.7%
0.59%
-29.7%
Q3 2015$1,188,000
-12.8%
30,780
-11.5%
0.84%
+6.1%
Q2 2015$1,363,000
-1.2%
34,799
+1.2%
0.79%
+2.5%
Q1 2015$1,379,000
+15.7%
34,374
+13.7%
0.77%
+16.5%
Q4 2014$1,192,000
-8.7%
30,219
-8.5%
0.66%
-5.6%
Q3 2014$1,306,000
-3.3%
33,041
-2.3%
0.70%
+0.1%
Q2 2014$1,350,000
-1.0%
33,825
-3.2%
0.70%
+1.9%
Q1 2014$1,363,000
+42.0%
34,934
+34.0%
0.69%
+31.2%
Q4 2013$960,000
-22.3%
26,064
-19.8%
0.52%
-21.7%
Q3 2013$1,235,000
-15.2%
32,497
-12.3%
0.67%
-23.6%
Q2 2013$1,456,00037,0600.87%
Other shareholders
ISHARES TR shareholders Q4 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