LGL PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 705 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 13.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$437,000
-16.4%
11,623
-16.6%
0.14%
-34.1%
Q3 2019$523,000
-25.3%
13,939
-26.7%
0.22%
-21.7%
Q2 2019$700,000
-40.8%
19,006
-41.2%
0.28%
-38.2%
Q1 2019$1,182,000
+18.1%
32,328
+10.6%
0.45%
-17.8%
Q4 2018$1,001,000
-49.0%
29,236
-44.7%
0.54%
-41.5%
Q3 2018$1,964,000
-8.7%
52,897
-7.2%
0.93%
-8.1%
Q2 2018$2,150,000
-8.5%
57,022
-8.9%
1.01%
-9.9%
Q1 2018$2,351,000
-4.0%
62,616
-2.6%
1.12%
+2.7%
Q4 2017$2,448,000
+32.0%
64,305
+34.6%
1.10%
-8.0%
Q3 2017$1,854,000
+14.4%
47,768
+15.5%
1.19%
+37.4%
Q2 2017$1,620,000
+16.5%
41,355
+15.2%
0.87%
+23.5%
Q1 2017$1,390,000
+42.9%
35,913
+37.3%
0.70%
+30.8%
Q4 2016$973,000
-61.7%
26,153
-59.6%
0.54%
-59.7%
Q3 2016$2,543,000
+33.1%
64,659
+34.0%
1.33%
+28.0%
Q2 2016$1,910,000
-0.4%
48,255
-1.8%
1.04%
+5.3%
Q1 2016$1,918,000
-11.7%
49,141
-12.1%
0.99%
-16.5%
Q4 2015$2,172,00055,9141.18%
Other shareholders
ISHARES TR shareholders Q2 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