Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 450 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$3,565,000
+0.3%
47,956
-1.2%
0.71%
-12.9%
Q3 2019$3,556,000
+266.6%
48,539
+263.4%
0.82%
+280.9%
Q2 2019$970,000
-2.3%
13,358
-3.2%
0.22%
-12.2%
Q1 2019$993,000
+34.6%
13,802
+24.7%
0.24%
+17.8%
Q4 2018$738,000
+367.1%
11,068
+408.9%
0.21%
+447.4%
Q3 2018$158,000
+83.7%
2,175
+79.8%
0.04%
+72.7%
Q2 2018$86,0001,2100.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders