ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 489 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 31.06 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $1,486,000 | +12.9% | 38,250 | +12.2% | 1.46% | +5.1% |
| Q3 2015 | $1,316,000 | +1.5% | 34,100 | +3.0% | 1.39% | +13.1% |
| Q2 2015 | $1,297,000 | -7.9% | 33,100 | -5.7% | 1.23% | -5.3% |
| Q1 2015 | $1,408,000 | -7.5% | 35,100 | -9.1% | 1.29% | -6.8% |
| Q4 2014 | $1,522,000 | – | 38,600 | – | 1.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |