WILLIAMS JONES & ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 718 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
WILLIAMS JONES & ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$223,000
-67.0%
6,000
-66.5%
0.00%
-73.3%
Q2 2018$675,000
-0.1%
17,900
-0.6%
0.02%
-6.2%
Q1 2018$676,000
+121.6%
18,000
+125.0%
0.02%
+128.6%
Q4 2017$305,000
-1.6%
8,0000.0%0.01%
-12.5%
Q3 2017$310,000
-1.0%
8,0000.0%0.01%0.0%
Q2 2017$313,000
+1.0%
8,0000.0%0.01%0.0%
Q1 2017$310,000
-1.9%
8,0000.0%0.01%
-11.1%
Q3 2016$316,000
-2.5%
8,000
-1.5%
0.01%
-10.0%
Q2 2016$324,000
+3.8%
8,119
+1.5%
0.01%
-33.3%
Q1 2016$312,000
-2.2%
8,000
-2.5%
0.02%0.0%
Q4 2015$319,000
+2.9%
8,202
+2.3%
0.02%
+7.1%
Q3 2015$310,000
-20.9%
8,020
-19.8%
0.01%
-6.7%
Q2 2015$392,000
-2.2%
10,0000.0%0.02%
-6.2%
Q1 2015$401,00010,0000.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders