Waldron Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 784 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 4.51 and the average weighting 0.7%.

Quarter-by-quarter ownership
Waldron Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$730,000
+1.5%
18,5390.0%0.04%
-14.3%
Q3 2021$719,000
-1.4%
18,5390.0%0.04%
-10.6%
Q2 2021$729,000
+2.5%
18,5390.0%0.05%
-4.1%
Q1 2021$711,000
-0.3%
18,5390.0%0.05%
-7.5%
Q4 2020$713,000
+5.6%
18,5390.0%0.05%
-8.6%
Q3 2020$675,000
+5.1%
18,5390.0%0.06%
+1.8%
Q2 2020$642,000
+7.9%
18,539
-0.8%
0.06%
-9.5%
Q1 2020$595,000
-14.5%
18,691
+0.8%
0.06%
+1.6%
Q4 2019$696,000
+0.1%
18,5390.0%0.06%
-12.7%
Q3 2019$695,000
-5.3%
18,539
-7.0%
0.07%
-9.0%
Q2 2019$734,000
+8.4%
19,939
+7.6%
0.08%
+2.6%
Q1 2019$677,000
-26.7%
18,539
-31.4%
0.08%
-42.9%
Q4 2018$924,000
-29.6%
27,020
-23.6%
0.13%
-48.0%
Q3 2018$1,313,000
-1.6%
35,3800.0%0.26%
-11.4%
Q2 2018$1,334,000
+0.5%
35,3800.0%0.29%
-3.3%
Q1 2018$1,328,000
-1.3%
35,3800.0%0.30%
-5.7%
Q4 2017$1,346,000
-2.0%
35,3800.0%0.32%
-17.4%
Q3 2017$1,373,000
-0.9%
35,3800.0%0.38%
-12.7%
Q2 2017$1,385,000
-32.1%
35,380
-32.7%
0.44%
-14.1%
Q1 2017$2,040,000
+37.5%
52,535
+31.7%
0.51%
+0.4%
Q4 2016$1,484,000
+6.8%
39,900
+13.1%
0.51%
+1.4%
Q3 2016$1,389,000
-0.6%
35,2650.0%0.50%
-2.1%
Q2 2016$1,398,000
+1.4%
35,2650.0%0.51%
-1.2%
Q1 2016$1,379,000
+0.3%
35,2650.0%0.52%
+1.6%
Q4 2015$1,375,000
+1.0%
35,2650.0%0.51%
-12.8%
Q3 2015$1,361,000
-13.6%
35,265
-12.4%
0.59%
-5.6%
Q2 2015$1,576,000
-2.4%
40,2600.0%0.62%
-5.3%
Q1 2015$1,615,000
+1.7%
40,2600.0%0.66%
-0.5%
Q4 2014$1,588,000
-0.2%
40,2600.0%0.66%
-12.7%
Q3 2014$1,591,000
-1.0%
40,2600.0%0.76%
+1.9%
Q2 2014$1,607,000
-99.9%
40,2600.0%0.74%
-3.0%
Q1 2014$1,571,348,000
+103074.5%
40,260
-2.7%
0.76%
+10.1%
Q4 2013$1,523,00041,3600.70%
Other shareholders
ISHARES TR shareholders Q1 2020
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