BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,881
-2.0%
891
+0.5%
0.02%
+5.9%
Q2 2023$27,440
-0.4%
887
+0.6%
0.02%
-10.5%
Q1 2023$27,546
+2.8%
882
+0.3%
0.02%
-9.5%
Q4 2022$26,791
-25.6%
879
-21.7%
0.02%
-25.0%
Q3 2022$36,000
-2.7%
1,122
+0.4%
0.03%
+3.7%
Q2 2022$37,000
-9.8%
1,118
+0.3%
0.03%
+8.0%
Q1 2022$41,000
-6.8%
1,115
+0.1%
0.02%
-3.8%
Q4 2021$44,000
+2.3%
1,114
+0.4%
0.03%0.0%
Q3 2021$43,000
-2.3%
1,110
+0.3%
0.03%
-3.7%
Q2 2021$44,000
+4.8%
1,107
+0.3%
0.03%
+3.8%
Q1 2021$42,0000.0%1,104
+0.2%
0.03%0.0%
Q4 2020$42,000
+5.0%
1,102
+0.2%
0.03%
-7.1%
Q3 2020$40,000
+5.3%
1,1000.0%0.03%
-28.2%
Q2 2020$38,000
+2.7%
1,1000.0%0.04%
+2.6%
Q1 2020$37,000
-9.8%
1,1000.0%0.04%
+18.8%
Q4 2019$41,0001,1000.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,121,046$280,783,00073.52%
DOW CHEMICAL CO /DE/ 1,438,500$58,365,00018.00%
RS CRUM INC. 637,714$25,145,00013.89%
Edge Wealth Management LLC 1,550,130$61,122,00011.18%
Clarity Financial LLC 1,561,836$61,583,0009.62%
Quaker Wealth Management, LLC 474,155$18,696,0007.95%
ADVISORS MANAGEMENT GROUP INC /ADV 625,607$24,668,0007.40%
Hilton Capital Management, LLC 1,985,212$78,277,0007.20%
FIRST INTERSTATE BANK 1,871,330$73,787,0007.16%
Sowa Financial Group, Inc. 301,801$11,900,0006.97%
View complete list of ISHARES TR shareholders