Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$111,000
+8.8%
3700.0%0.02%0.0%
Q3 2021$102,000
+1.0%
3700.0%0.02%
-4.8%
Q2 2021$101,000
+8.6%
3700.0%0.02%
+5.0%
Q1 2021$93,000
+2.2%
3700.0%0.02%
-4.8%
Q4 2020$91,000
+8.3%
3700.0%0.02%
+10.5%
Q3 2020$84,000
+5.0%
3700.0%0.02%
+26.7%
Q2 2020$80,000
+14.3%
3700.0%0.02%0.0%
Q1 2020$70,000
-12.5%
3700.0%0.02%
-6.2%
Q4 2019$80,000
+15.9%
3700.0%0.02%0.0%
Q3 2019$69,000
-4.2%
3700.0%0.02%0.0%
Q2 2019$72,0000.0%3700.0%0.02%
-11.1%
Q1 2019$72,000
+7.5%
3700.0%0.02%
-5.3%
Q4 2018$67,000
-10.7%
3700.0%0.02%
+5.6%
Q3 2018$75,000
+13.6%
3700.0%0.02%
+5.9%
Q2 2018$66,000
+3.1%
3700.0%0.02%0.0%
Q1 2018$64,0000.0%3700.0%0.02%
-5.6%
Q4 2017$64,000
+1.6%
3700.0%0.02%
-5.3%
Q3 2017$63,000
+1.6%
3700.0%0.02%
-5.0%
Q2 2017$62,000
+6.9%
3700.0%0.02%0.0%
Q1 2017$58,000
+9.4%
3700.0%0.02%0.0%
Q4 2016$53,000
-5.4%
3700.0%0.02%
-16.7%
Q3 2016$56,000
+1.8%
3700.0%0.02%
+4.3%
Q2 2016$55,000
+5.8%
3700.0%0.02%
-4.2%
Q1 2016$52,000
-48.5%
370
-44.8%
0.02%
-36.8%
Q4 2015$101,000
+8.6%
6700.0%0.04%
+8.6%
Q3 2015$93,000
-12.3%
6700.0%0.04%
-2.8%
Q2 2015$106,000
+1.9%
6700.0%0.04%
+2.9%
Q1 2015$104,000
+7.2%
6700.0%0.04%
-2.8%
Q4 2014$97,000
+7.8%
6700.0%0.04%
+2.9%
Q3 2014$90,000
+4.7%
6700.0%0.04%
-2.8%
Q2 2014$86,000
+4.9%
6700.0%0.04%
+5.9%
Q1 2014$82,000
+5.1%
6700.0%0.03%
-5.6%
Q4 2013$78,000
+8.3%
6700.0%0.04%
-18.2%
Q3 2013$72,000
+5.9%
6700.0%0.04%
-2.2%
Q2 2013$68,0006700.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders