Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q4 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders