Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 712 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$218,185
-10.2%
1,504
-20.4%
0.02%
-25.0%
Q3 2022$243,000
-6.5%
1,8890.0%0.02%
-9.1%
Q2 2022$260,000
-11.6%
1,8890.0%0.02%
+10.0%
Q1 2022$294,000
+23.0%
1,889
+24.0%
0.02%
+17.6%
Q4 2021$239,000
+7.7%
1,5240.0%0.02%
-5.6%
Q3 2021$222,000
-82.5%
1,524
-88.4%
0.02%
-88.1%
Q1 2020$1,268,000
-26.0%
13,1750.0%0.15%
-9.6%
Q4 2019$1,714,000
+585.6%
13,175
+528.9%
0.17%
+568.0%
Q3 2019$250,000
+2.5%
2,0950.0%0.02%
+8.7%
Q2 2019$244,0002,0950.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders