Summit Trail Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 704 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 2.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Trail Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$304,000
-9.8%
9,2550.0%0.02%
-29.6%
Q1 2022$337,000
-16.4%
9,255
-9.5%
0.03%
+3.8%
Q4 2021$403,000
+11.9%
10,222
+10.2%
0.03%
-3.7%
Q3 2021$360,000
-1.4%
9,2800.0%0.03%
-15.6%
Q2 2021$365,000
+2.5%
9,2800.0%0.03%
-15.8%
Q1 2021$356,000
+27.1%
9,280
+27.5%
0.04%
+8.6%
Q4 2020$280,000
+39.3%
7,280
+36.7%
0.04%
-50.7%
Q3 2019$201,000
+171.6%
5,325
+173.1%
0.07%
+688.9%
Q4 2017$74,0001,9500.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders