M Holdings Securities, Inc. - 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
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$238,000
+4.4%
6,547
+10.2%
0.02%
-14.3%
Q1 2021$228,000
+8.1%
5,943
+3.0%
0.02%
-57.1%
Q1 2019$211,000
-47.6%
5,768
-51.1%
0.05%
-60.8%
Q4 2018$403,000
-6.5%
11,786
+1.4%
0.12%
+10.6%
Q3 2018$431,000
+12.5%
11,618
+14.4%
0.11%
+7.6%
Q2 2018$383,000
+7.3%
10,158
+7.0%
0.10%
-3.7%
Q1 2018$357,000
-81.2%
9,492
-44.8%
0.11%
-61.9%
Q4 2017$1,903,000
+145.5%
17,196
-13.9%
0.29%
+17.2%
Q3 2017$775,000
-0.5%
19,968
+0.4%
0.24%
-8.3%
Q2 2017$779,000
-2.3%
19,884
-3.5%
0.27%
-13.4%
Q1 2017$797,000
+17.9%
20,595
+13.4%
0.31%
+31.2%
Q4 2016$676,000
+2.0%
18,164
+8.3%
0.23%
-22.5%
Q3 2016$663,000
+36.7%
16,777
+37.9%
0.30%
+21.8%
Q2 2016$485,000
+48.8%
12,170
+45.9%
0.25%
+24.0%
Q1 2016$326,000
-14.2%
8,342
-14.7%
0.20%
-21.3%
Q4 2015$380,000
+78.4%
9,774
+77.3%
0.25%
+67.1%
Q3 2015$213,000
+545.5%
5,512
+554.6%
0.15%
+744.4%
Q3 2014$33,0008420.02%
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