INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 637 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 8.69 and the average weighting 0.7%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$409,000
+2.8%
10,550
+3.9%
0.08%
-15.5%
Q2 2017$398,000
-2.5%
10,150
-3.8%
0.10%
-23.6%
Q1 2017$408,000
-2.2%
10,550
-5.8%
0.13%
-3.1%
Q4 2016$417,0000.0%11,198
+6.1%
0.13%
-5.8%
Q3 2016$417,000
-5.9%
10,550
-5.0%
0.14%
-9.7%
Q2 2016$443,000
-38.8%
11,106
-40.4%
0.15%
-43.2%
Q1 2016$724,0000.0%18,6430.0%0.27%0.0%
Q4 2015$724,00018,6430.27%
Other shareholders
ISHARES TR shareholders Q2 2017
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