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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,046 | -92.2% | 20,545 | -90.1% | 0.12% | -97.5% |
| Q3 2018 | $7,719,000 | +3.4% | 207,899 | +5.0% | 5.03% | -8.1% |
| Q2 2018 | $7,463,000 | +17.4% | 197,917 | +16.9% | 5.47% | +9.8% |
| Q1 2018 | $6,358,000 | +13.8% | 169,288 | +15.4% | 4.99% | +13.3% |
| Q4 2017 | $5,585,000 | – | 146,716 | – | 4.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AOZORA BANK, LTD. | 4,460,000 | $134,469 | 46.73% |
| HARVEST VOLATILITY MANAGEMENT LLC | 19,330 | $582,800 | 19.33% |
| Edge Wealth Management LLC | 1,511,573 | $45,573,936 | 10.65% |
| Montis Financial, LLC | 379,733 | $11,448,937 | 7.67% |
| Sowa Financial Group, Inc. | 287,082 | $8,656 | 6.50% |
| Glaxis Capital Management, LLC | 30,000 | $904,500 | 5.77% |
| Spectrum Asset Management, Inc. | 223,029 | $6,724,342 | 5.74% |
| REDMONT WEALTH ADVISORS LLC | 96,279 | $2,902,812 | 5.10% |
| Insight Wealth Strategies, LLC | 864,388 | $26,061,305 | 5.03% |
| Moser Wealth Advisors, LLC | 228,486 | $6,888,857 | 4.84% |