Edge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.64 and the average weighting 0.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$1,0000.0%450.0%0.00%
Q3 2020$1,000
-95.5%
45
-95.0%
0.00%
-100.0%
Q2 2020$22,000
+29.4%
8960.0%0.00%0.0%
Q1 2020$17,000
-99.7%
896
-99.2%
0.00%
-99.6%
Q4 2019$5,128,000
+5.1%
114,929
-0.8%
1.02%
-8.8%
Q3 2019$4,880,000
-69.8%
115,837
-69.7%
1.12%
-68.6%
Q2 2019$16,146,000
+39.5%
381,793
+43.2%
3.58%
+25.6%
Q1 2019$11,574,000
+10.7%
266,686
+1.9%
2.85%
-3.3%
Q4 2018$10,454,000
-10.6%
261,743
-2.5%
2.95%
+4.9%
Q3 2018$11,695,000
+13.6%
268,476
+13.3%
2.81%
+7.3%
Q2 2018$10,292,000
+2.2%
236,869
-0.1%
2.62%
-2.1%
Q1 2018$10,070,000
+6193.8%
237,060
+6590.9%
2.67%
+5840.0%
Q4 2017$160,000
-3.6%
3,5430.0%0.04%
-10.0%
Q3 2017$166,0000.0%3,5430.0%0.05%
-3.8%
Q2 2017$166,000
+3.1%
3,5430.0%0.05%
-7.1%
Q1 2017$161,000
-30.9%
3,543
-36.0%
0.06%
-36.4%
Q4 2016$233,0005,5350.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders