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 ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders