BKS ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 692 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 26.32 and the average weighting 0.6%.

Quarter-by-quarter ownership
BKS ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$435,000
-8.4%
11,889
-14.4%
0.18%
-19.0%
Q4 2018$475,000
-22.4%
13,889
-15.8%
0.22%
-4.0%
Q3 2018$612,000
-2.9%
16,494
-1.3%
0.22%
+0.9%
Q2 2018$630,000
+0.3%
16,7100.0%0.22%
-2.6%
Q1 2018$628,000
-0.6%
16,710
+0.7%
0.23%0.0%
Q4 2017$632,000
-4.2%
16,600
-2.4%
0.23%
-10.5%
Q3 2017$660,000
+1.5%
17,015
+2.6%
0.26%
-3.4%
Q2 2017$650,000
+25.5%
16,590
+23.9%
0.26%
+16.7%
Q1 2017$518,000
+19.6%
13,390
+15.0%
0.23%
+11.8%
Q4 2016$433,000
+39.7%
11,642
+48.5%
0.20%
+42.0%
Q3 2016$310,000
+49.0%
7,842
+50.3%
0.14%
+33.6%
Q2 2016$208,000
-30.4%
5,219
-31.6%
0.11%
-25.2%
Q2 2015$299,000
-50.0%
7,629
-48.8%
0.14%
-49.6%
Q1 2015$598,00014,8990.28%
Other shareholders
ISHARES TR shareholders Q3 2018
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