Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 465 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.25 and the average weighting 0.5%.

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 Q4 2017
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders