Winfield Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 483 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Winfield Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$938,000
-31.2%
25,755
-25.5%
0.34%
-25.3%
Q4 2021$1,363,000
-34.9%
34,555
-35.9%
0.45%
-41.3%
Q3 2021$2,094,000
-10.7%
53,946
-9.5%
0.77%
-10.4%
Q2 2021$2,344,000
-14.7%
59,586
-16.7%
0.86%
-23.1%
Q1 2021$2,747,0000.0%71,544
+0.3%
1.12%
-3.2%
Q4 2020$2,747,000
+19.7%
71,330
+13.3%
1.16%
+6.3%
Q3 2020$2,294,000
+74.6%
62,940
+65.9%
1.09%
+62.3%
Q2 2020$1,314,000
+26.8%
37,935
+36.0%
0.67%
+31.7%
Q3 2018$1,036,000
-9.0%
27,900
-7.6%
0.51%
-16.2%
Q2 2018$1,139,000
-0.6%
30,200
-1.0%
0.61%
-1.1%
Q1 2018$1,146,000
-2.1%
30,500
-0.8%
0.62%
+4.0%
Q4 2017$1,171,000
-5.0%
30,750
-3.1%
0.59%
-8.5%
Q3 2017$1,232,000
-1.0%
31,7500.0%0.65%
-5.8%
Q2 2017$1,244,000
+0.4%
31,750
-0.8%
0.69%
-2.4%
Q1 2017$1,239,000
-28.0%
32,014
-30.8%
0.70%
-33.2%
Q4 2016$1,720,000
-14.7%
46,236
-9.4%
1.06%
-16.8%
Q3 2016$2,017,000
-19.1%
51,051
-18.3%
1.27%
-21.9%
Q2 2016$2,493,000
+4.0%
62,501
+1.7%
1.62%
-0.1%
Q1 2016$2,398,000
+4.2%
61,451
+3.7%
1.63%
+5.4%
Q4 2015$2,302,000
+37.9%
59,251
+37.0%
1.54%
+23.7%
Q3 2015$1,669,000
-7.4%
43,251
-6.0%
1.25%
+1.1%
Q2 2015$1,802,000
-1.0%
45,999
+1.3%
1.23%
-3.3%
Q1 2015$1,821,000
+21.3%
45,399
+19.3%
1.28%
+15.6%
Q4 2014$1,501,000
+17.6%
38,049
+17.8%
1.10%
+16.3%
Q3 2014$1,276,000
+22.0%
32,294
+23.1%
0.95%
+25.2%
Q2 2014$1,046,000
+59.9%
26,233
+56.6%
0.76%
+40.4%
Q1 2014$654,000
-12.1%
16,749
-17.1%
0.54%
-11.6%
Q4 2013$744,00020,1920.61%
Other shareholders
ISHARES TR shareholders Q2 2015
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