Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 86 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$30,000
+7.1%
4110.0%0.01%0.0%
Q3 2017$28,000
+3.7%
4110.0%0.01%
-11.1%
Q2 2017$27,000
+8.0%
4110.0%0.01%0.0%
Q1 2017$25,000
+8.7%
4110.0%0.01%0.0%
Q4 2016$23,0000.0%4110.0%0.01%
-10.0%
Q3 2016$23,0004110.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,064,017$645,651,00025.08%
Aspire Capital Advisors LLC 93,295$14,822,00014.10%
Strategic Equity Management 186,686$29,659,00010.67%
Baystate Wealth Management LLC 612,946$97,379,0008.59%
Stonebridge Financial Planning Group, LLC 85,563$13,593,0007.61%
Atlantic Union Bankshares Corp 517,941$82,285,0007.20%
Crumly & Associates Inc. 113,482$18,029,0006.76%
Mason & Associates Inc 134,226$21,324,0006.52%
Legacy Wealth Planning, LLC 30,546$4,853,0005.71%
Retireful, LLC 1,663$233,0005.60%
View complete list of ISHARES TR shareholders