Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 714 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 20.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$341,288
+3.2%
10,932
+1.0%
0.11%
-6.1%
Q4 2022$330,560
+56.7%
10,827
+92.3%
0.12%
+23.7%
Q3 2019$211,000
+1.9%
5,631
+0.3%
0.09%
+3.3%
Q2 2019$207,000
+1.0%
5,616
+0.3%
0.09%
+2.3%
Q1 2019$205,000
+93.4%
5,600
+95.5%
0.09%
+137.8%
Q3 2018$106,000
-49.8%
2,865
-48.8%
0.04%
-51.9%
Q2 2018$211,000
+1.0%
5,591
+0.3%
0.08%
+6.9%
Q1 2018$209,000
-1.4%
5,574
+0.2%
0.07%
-8.9%
Q4 2017$212,000
-9.0%
5,563
-7.4%
0.08%
-18.6%
Q3 2017$233,000
+8.4%
6,009
+9.4%
0.10%0.0%
Q2 2017$215,000
+194.5%
5,495
+190.0%
0.10%
+162.2%
Q1 2017$73,000
+21.7%
1,895
+17.0%
0.04%
+19.4%
Q4 2016$60,0001,6190.03%
Other shareholders
ISHARES TR shareholders Q1 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