ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $350,000 | +4.2% | 9,040 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $336,000 | -5.9% | 9,040 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $357,000 | +8.5% | 9,040 | +9.6% | 0.00% | +100.0% |
| Q2 2016 | $329,000 | -14.3% | 8,250 | -16.2% | 0.00% | -50.0% |
| Q1 2016 | $384,000 | +1.1% | 9,840 | +0.5% | 0.00% | 0.0% |
| Q4 2015 | $380,000 | +3.8% | 9,790 | +3.2% | 0.00% | 0.0% |
| Q3 2015 | $366,000 | +2.5% | 9,490 | +4.1% | 0.00% | +100.0% |
| Q2 2015 | $357,000 | -27.7% | 9,120 | -25.9% | 0.00% | -50.0% |
| Q1 2015 | $494,000 | -1.0% | 12,310 | -2.8% | 0.00% | 0.0% |
| Q4 2014 | $499,000 | +10.6% | 12,660 | +11.1% | 0.00% | 0.0% |
| Q3 2014 | $451,000 | +15.6% | 11,400 | +16.8% | 0.00% | 0.0% |
| Q2 2014 | $390,000 | +14.0% | 9,760 | +11.4% | 0.00% | +100.0% |
| Q1 2014 | $342,000 | +18.8% | 8,760 | +11.9% | 0.00% | 0.0% |
| Q4 2013 | $288,000 | – | 7,830 | – | 0.00% | – |
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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% |