Edgemoor Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 108 filers reported holding ISHARES TR in Q4 2020. 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 2020
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders