ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 833 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 25.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,787,486 | +9.2% | 59,286 | +12.1% | 0.21% | +13.2% |
| Q2 2023 | $1,636,325 | +6.9% | 52,904 | +7.7% | 0.19% | +1.6% |
| Q1 2023 | $1,531,113 | +4.7% | 49,118 | +2.5% | 0.19% | +1.1% |
| Q4 2022 | $1,462,651 | -9.7% | 47,909 | -6.3% | 0.18% | -18.2% |
| Q3 2022 | $1,619,000 | -12.9% | 51,111 | -9.6% | 0.22% | -46.4% |
| Q2 2022 | $1,859,000 | -16.9% | 56,529 | -8.0% | 0.42% | +57.9% |
| Q1 2022 | $2,238,000 | +7.9% | 61,437 | +16.8% | 0.27% | +6.4% |
| Q4 2021 | $2,074,000 | +22.7% | 52,588 | +20.8% | 0.25% | +10.6% |
| Q3 2021 | $1,690,000 | +1.3% | 43,534 | +2.6% | 0.23% | -38.4% |
| Q2 2021 | $1,668,000 | +7.5% | 42,414 | +5.0% | 0.37% | -2.9% |
| Q1 2021 | $1,552,000 | +0.6% | 40,406 | +0.9% | 0.38% | -5.5% |
| Q4 2020 | $1,543,000 | +11.6% | 40,062 | +5.6% | 0.40% | -7.4% |
| Q3 2020 | $1,383,000 | -8.4% | 37,951 | -12.9% | 0.43% | -17.6% |
| Q2 2020 | $1,510,000 | +19.8% | 43,596 | +10.2% | 0.52% | -3.7% |
| Q1 2020 | $1,260,000 | -26.3% | 39,560 | -13.1% | 0.54% | -12.4% |
| Q4 2019 | $1,710,000 | – | 45,512 | – | 0.62% | – |
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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% |