Concorde Asset Management, LLC - 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
Concorde Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$337,000
-10.8%
8,766
-10.8%
0.19%
-7.6%
Q4 2020$378,000
+39.5%
9,824
+25.6%
0.21%
-7.5%
Q2 2020$271,000
-42.5%
7,824
-37.5%
0.23%
-30.4%
Q4 2019$471,000
-28.1%
12,528
-28.2%
0.33%
-35.3%
Q3 2019$655,000
-16.6%
17,440
-18.1%
0.50%
+9.6%
Q2 2019$785,000
-4.4%
21,306
-5.2%
0.46%
-13.4%
Q1 2019$821,000
+2.8%
22,481
-3.7%
0.53%
-21.4%
Q4 2018$799,000
+20.5%
23,336
+29.8%
0.68%
+4.5%
Q3 2018$663,000
+5.4%
17,975
+7.7%
0.65%
-9.9%
Q2 2018$629,000
+33.3%
16,689
+31.8%
0.72%
+24.4%
Q1 2018$472,000
-1.3%
12,665
+0.9%
0.58%
-4.6%
Q4 2017$478,000
-25.4%
12,558
-24.0%
0.60%
+9.0%
Q3 2017$641,000
+9.9%
16,518
+10.9%
0.56%
-29.5%
Q2 2017$583,000
+63.3%
14,900
+61.5%
0.79%
+33.6%
Q1 2017$357,000
+2.3%
9,228
-1.7%
0.59%
-5.9%
Q4 2016$349,000
-7.2%
9,387
-4.0%
0.63%
-1.7%
Q3 2015$376,0009,7790.64%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders