Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,291 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.4%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$8,000
+14.3%
400.0%0.00%0.0%
Q3 2019$7,000
-12.5%
400.0%0.00%0.0%
Q2 2019$8,0000.0%400.0%0.00%0.0%
Q1 2019$8,000
+14.3%
400.0%0.00%0.0%
Q4 2018$7,000
-12.5%
400.0%0.00%0.0%
Q3 2018$8,0000.0%400.0%0.00%0.0%
Q2 2018$8,0000.0%400.0%0.00%0.0%
Q1 2018$8,000
+14.3%
400.0%0.00%0.0%
Q4 2017$7,0000.0%400.0%0.00%0.0%
Q3 2017$7,0000.0%400.0%0.00%0.0%
Q2 2017$7,0000.0%400.0%0.00%0.0%
Q1 2017$7,0000.0%400.0%0.00%
-33.3%
Q4 2016$7,000
+16.7%
400.0%0.00%0.0%
Q3 2016$6,0000.0%400.0%0.00%
+50.0%
Q2 2016$6,0000.0%400.0%0.00%
-33.3%
Q1 2016$6,0000.0%400.0%0.00%
+50.0%
Q4 2015$6,000400.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders