Relative Value Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 833 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 25.03 and the average weighting 0.5%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,076,000
-9.7%
33,968
-0.3%
0.09%
-1.1%
Q2 2022$1,192,000
-1.7%
34,081
+2.3%
0.09%
+6.0%
Q1 2022$1,213,000
-3.0%
33,312
+5.0%
0.08%
-5.6%
Q4 2021$1,251,000
+2.2%
31,728
+0.6%
0.09%
-3.3%
Q3 2021$1,224,000
-0.9%
31,549
+0.5%
0.09%
-4.2%
Q2 2021$1,235,000
+98.9%
31,401
+94.2%
0.10%
+81.1%
Q1 2021$621,000
+7.1%
16,172
+7.4%
0.05%
-3.6%
Q4 2020$580,000
-0.2%
15,060
-5.5%
0.06%
-8.3%
Q3 2020$581,000
-4.1%
15,936
-8.9%
0.06%
-6.2%
Q2 2020$606,000
-4.4%
17,486
-12.3%
0.06%
-14.7%
Q1 2020$634,000
-10.7%
19,936
+5.5%
0.08%
+10.3%
Q4 2019$710,000
+0.1%
18,8960.0%0.07%
-5.6%
Q3 2019$709,000
+1.9%
18,8960.0%0.07%
-1.4%
Q2 2019$696,000
+0.7%
18,8960.0%0.07%
-1.4%
Q1 2019$691,000
+2.8%
18,896
-3.8%
0.07%
-5.1%
Q4 2018$672,000
+16.9%
19,641
+26.7%
0.08%
+21.9%
Q3 2018$575,000
-1.5%
15,4960.0%0.06%
-1.5%
Q2 2018$584,000
+0.3%
15,4960.0%0.06%
+1.6%
Q1 2018$582,000
-18.6%
15,496
-16.2%
0.06%
-26.4%
Q1 2017$715,000
+23.9%
18,496
+19.4%
0.09%
+16.0%
Q4 2016$577,000
-5.7%
15,4960.0%0.08%
-5.1%
Q3 2016$612,000
-0.5%
15,4960.0%0.08%
-11.2%
Q2 2016$615,000
+2.2%
15,4960.0%0.09%
+20.3%
Q1 2016$602,0000.0%15,4960.0%0.07%0.0%
Q4 2015$602,00015,4960.07%
Other shareholders
ISHARES TR shareholders Q4 2019
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