Edge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 475 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Edge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$36,000
-32.1%
180
-35.7%
0.00%
-40.0%
Q1 2018$53,000
+60.6%
280
+55.6%
0.01%
+66.7%
Q4 2017$33,000
+3.1%
1800.0%0.00%0.0%
Q3 2017$32,000
+6.7%
1800.0%0.00%0.0%
Q2 2017$30,000
+3.4%
1800.0%0.00%
-25.0%
Q1 2017$29,0001800.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Cohen Klingenstein LLC 678,065$109,616,00017.54%
Rinet Co LLC 138,836$22,444,00010.21%
Corundum Group, Inc. 33,610$5,433,0006.85%
Bishop & Co Investment Management, LLC 45,018$7,278,0006.66%
Crestone Asset Management LLC 81,495$13,174,0005.93%
BARING ASSET MANAGEMENT Ltd 514,376$82,917,0005.80%
Barber Financial Group, Inc. 90,982$14,708,0005.03%
JOYN Advisors, Inc. 95,172$15,385,0005.02%
LBJ Family Wealth Advisors, Ltd. 32,710$5,288,0005.02%
Ken Stern & Associates, Inc. 62,534$10,300,0004.83%
View complete list of ISHARES TR shareholders