Summit X, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 718 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit X, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$664,426
+2.7%
20,206
-0.9%
0.19%
+0.5%
Q3 2022$647,000
-2.9%
20,399
+1.0%
0.19%
-1.0%
Q2 2022$666,000
-8.6%
20,207
+0.6%
0.19%
+7.8%
Q1 2022$729,000
+6.6%
20,096
+16.0%
0.18%
+12.6%
Q4 2021$684,000
-0.9%
17,320
-2.4%
0.16%
-8.6%
Q3 2021$690,000
-4.7%
17,743
-3.8%
0.17%
-4.9%
Q2 2021$724,000
+0.6%
18,442
-2.1%
0.18%
-7.6%
Q1 2021$720,000
-21.2%
18,833
-20.5%
0.20%
-26.4%
Q4 2020$914,000
-77.0%
23,693
-34.0%
0.27%
+313.8%
Q3 2020$3,973,000
+219.9%
35,905
+0.1%
0.06%
-85.8%
Q2 2020$1,242,000
+184.2%
35,852
+207.7%
0.46%
+113.5%
Q3 2018$437,000
+12.3%
11,652
+14.4%
0.22%
-0.9%
Q2 2018$389,000
+12.4%
10,181
+10.2%
0.22%
+4.3%
Q1 2018$346,000
+69.6%
9,241
+72.0%
0.21%
+61.2%
Q4 2017$204,0005,3720.13%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders