Edgemoor Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 117 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Edgemoor Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$796,192
+30.5%
14,320
+34.8%
0.09%
+36.2%
Q2 2023$609,907
-20.2%
10,620
-27.7%
0.07%
-28.1%
Q2 2022$764,000
-14.6%
14,6900.0%0.10%
+2.1%
Q1 2022$895,000
-4.6%
14,6900.0%0.09%
-2.1%
Q4 2021$938,000
-4.7%
14,6900.0%0.10%
-14.3%
Q3 2021$984,000
+0.9%
14,6900.0%0.11%
+23.1%
Q2 2021$975,000
-0.3%
14,6900.0%0.09%
-7.1%
Q1 2021$978,000
+3.4%
14,6900.0%0.10%
-7.5%
Q4 2020$946,000
+14.4%
14,6900.0%0.11%
+3.9%
Q3 2020$827,000
+6.8%
14,6900.0%0.10%
-1.9%
Q2 2020$774,000
+13.7%
14,6900.0%0.10%
-6.3%
Q1 2020$681,000
-20.6%
14,6900.0%0.11%
+13.3%
Q4 2019$858,000
+3.9%
14,6900.0%0.10%
-3.9%
Q3 2019$826,000
+1.0%
14,6900.0%0.10%
-1.0%
Q2 2019$818,000
+0.1%
14,6900.0%0.10%
-4.6%
Q1 2019$817,00014,6900.11%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders