Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$7,0000.0%2740.0%0.00%0.0%
Q3 2021$7,0000.0%2740.0%0.00%0.0%
Q2 2021$7,0000.0%2740.0%0.00%0.0%
Q1 2021$7,000
-12.5%
2740.0%0.00%
-50.0%
Q4 2020$8,000
-99.0%
274
-99.1%
0.00%
-98.9%
Q3 2020$812,000
-26.7%
29,063
-26.6%
0.19%
-11.0%
Q2 2020$1,108,000
-0.6%
39,595
-0.2%
0.21%
-13.2%
Q1 2020$1,115,000
+259.7%
39,657
+231.8%
0.24%
+290.3%
Q4 2019$310,00011,9530.06%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders