Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 955 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$385,687
+77.7%
2,973
+61.3%
0.09%
+91.5%
Q2 2022$217,000
+382.2%
1,843
+526.9%
0.05%
+487.5%
Q4 2021$45,000
-6.2%
2940.0%0.01%
-11.1%
Q3 2021$48,000
-57.1%
294
-56.8%
0.01%
-60.9%
Q2 2021$112,000
+8.7%
6810.0%0.02%
+4.5%
Q1 2021$103,0000.0%6810.0%0.02%
-4.3%
Q4 2020$103,000
-16.3%
681
-24.8%
0.02%
-17.9%
Q3 2020$123,000
-91.8%
906
-91.7%
0.03%
-90.1%
Q2 2020$1,499,000
+22.1%
10,966
-3.8%
0.28%
+6.4%
Q1 2020$1,228,000
-27.8%
11,401
-33.3%
0.27%
-31.7%
Q3 2019$1,700,000
-84.2%
17,092
-82.7%
0.39%
-83.6%
Q2 2019$10,771,000
+91.4%
99,000
+96.8%
2.39%
+72.3%
Q1 2019$5,628,000
+14.4%
50,296
-1.4%
1.39%0.0%
Q4 2018$4,920,000
+178.9%
51,021
+252.8%
1.39%
+227.1%
Q3 2018$1,764,000
+9.3%
14,462
-1.6%
0.42%
+3.2%
Q2 2018$1,614,000
-20.6%
14,697
-22.8%
0.41%
-23.7%
Q1 2018$2,032,000
+1394.1%
19,040
+1396.9%
0.54%
+1282.1%
Q4 2017$136,000
+54.5%
1,272
+381.8%
0.04%
+44.4%
Q3 2017$88,000
+6.0%
2640.0%0.03%
+3.8%
Q2 2017$83,000
+7.8%
2640.0%0.03%
-3.7%
Q1 2017$77,000
-38.9%
264
-44.3%
0.03%
-43.8%
Q4 2016$126,000
+334.5%
474
+374.0%
0.05%
+300.0%
Q3 2016$29,000
+480.0%
100
+376.2%
0.01%
+500.0%
Q2 2016$5,0000.0%210.0%0.00%0.0%
Q1 2016$5,000
-28.6%
210.0%0.00%
-33.3%
Q4 2015$7,000
+600.0%
21
+2000.0%
0.00%
Q3 2015$1,00010.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
GOLDMAN SACHS GROUP INC 1,520,361$197,579,0000.09%
Rehmann Capital Advisory Group 1,970$256,0000.08%
HUNTINGTON NATIONAL BANK 1,363$177,0000.01%
GOLDMAN SACHS GROUP INC 69,400$9,019,0000.00%
GOLDMAN SACHS GROUP INC 57,200$7,433,0000.00%
HSBC HOLDINGS PLC 5,825$757,0000.00%
MUFG Americas Holdings Corp 1,005$131,0000.00%
MCF Advisors LLC 10$3,0000.00%
View complete list of ISHARES TR shareholders