Edge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 920 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.50 and the average weighting 1.5%.

Quarter-by-quarter ownership
Edge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$2,068,000
+3.9%
10,6190.0%0.18%
-1.1%
Q1 2018$1,991,000
-7.1%
10,619
-6.0%
0.19%
-11.4%
Q4 2017$2,144,000
+14.5%
11,301
+7.9%
0.21%
+3.4%
Q3 2017$1,873,000
+5.3%
10,471
+2.4%
0.20%
+1.0%
Q2 2017$1,778,000
+1.6%
10,2260.0%0.20%
-5.6%
Q1 2017$1,750,000
+10.0%
10,226
+6.2%
0.21%
+4.4%
Q4 2016$1,591,0009,6260.20%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders