Alpha Cubed Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 492 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 6.10 and the average weighting 0.8%.

Quarter-by-quarter ownership
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$260,000
-18.0%
7,138
-13.6%
0.02%
-32.0%
Q1 2021$317,000
-27.1%
8,265
-26.9%
0.02%
-32.4%
Q4 2020$435,000
+6.6%
11,308
+1.0%
0.04%
-5.1%
Q3 2020$408,000
+4.9%
11,201
-0.2%
0.04%
-9.3%
Q2 2020$389,000
-24.3%
11,227
-30.5%
0.04%
-30.6%
Q1 2020$514,000
-71.4%
16,146
-66.3%
0.06%
-66.5%
Q4 2019$1,799,000
+501.7%
47,871
+500.0%
0.18%
+428.6%
Q3 2019$299,000
+15.0%
7,978
+12.0%
0.04%
+12.9%
Q1 2019$260,000
+6.6%
7,1240.0%0.03%
-16.2%
Q4 2018$244,000
-24.7%
7,124
-20.5%
0.04%
-2.6%
Q3 2018$324,000
-12.9%
8,957
-9.1%
0.04%
-20.8%
Q2 2018$372,000
-12.9%
9,859
-13.2%
0.05%
-14.3%
Q1 2018$427,000
-35.2%
11,359
-34.4%
0.06%
-34.9%
Q4 2017$659,000
+3.5%
17,316
+5.5%
0.09%
-10.4%
Q3 2017$637,000
-95.5%
16,410
-95.5%
0.10%
-96.1%
Q2 2017$14,220,000
+11.8%
363,031
+10.5%
2.44%
-6.0%
Q1 2017$12,718,000
+62.4%
328,625
+56.2%
2.60%
+38.3%
Q4 2016$7,830,000
-10.4%
210,415
-4.9%
1.88%
-20.0%
Q3 2016$8,740,000
+16.7%
221,273
+17.9%
2.35%
-9.1%
Q2 2016$7,488,000
+8.4%
187,709
+6.1%
2.58%
+22.4%
Q1 2016$6,908,000
+6.0%
176,986
+5.5%
2.11%
+24.0%
Q4 2015$6,518,000
+1.2%
167,765
+2.3%
1.70%
+0.8%
Q3 2015$6,438,000
+12.5%
163,972
+12.3%
1.69%
+9.9%
Q2 2015$5,722,000
+88.8%
146,074
+93.4%
1.54%
+62.8%
Q1 2015$3,030,000
+114.9%
75,539
+111.4%
0.94%
+71.1%
Q4 2014$1,410,000
+67.7%
35,741
+65.9%
0.55%
+26.4%
Q1 2014$841,000
+3.4%
21,548
-2.3%
0.44%
+49.8%
Q4 2013$813,00022,0570.29%
Other shareholders
ISHARES TR shareholders Q3 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