Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 360 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$12,0000.0%550.0%0.00%0.0%
Q2 2019$12,0000.0%550.0%0.00%0.0%
Q1 2019$12,000
+9.1%
550.0%0.00%0.0%
Q4 2018$11,000
-15.4%
550.0%0.00%0.0%
Q3 2018$13,000
+8.3%
550.0%0.00%0.0%
Q2 2018$12,0000.0%550.0%0.00%0.0%
Q1 2018$12,000
+9.1%
550.0%0.00%0.0%
Q4 2017$11,0000.0%550.0%0.00%0.0%
Q3 2017$11,0000.0%550.0%0.00%0.0%
Q2 2017$11,0000.0%550.0%0.00%
-25.0%
Q1 2017$11,000
+10.0%
550.0%0.00%0.0%
Q4 2016$10,0000.0%550.0%0.00%0.0%
Q3 2016$10,000
+11.1%
550.0%0.00%0.0%
Q2 2016$9,0000.0%550.0%0.00%0.0%
Q1 2016$9,000
-55.0%
55
-56.0%
0.00%
-50.0%
Q4 2015$20,0001250.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders