Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 348 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,083,972
-15.6%
20,402
-15.2%
0.05%
-18.8%
Q1 2024$1,284,844
-2.1%
24,065
-6.4%
0.06%
-12.3%
Q4 2023$1,311,894
+8.6%
25,7030.0%0.07%
-6.4%
Q3 2023$1,208,310
-7.5%
25,703
-3.1%
0.08%
+4.0%
Q2 2023$1,305,770
+378.3%
26,529
+374.0%
0.08%
+341.2%
Q1 2023$272,978
+7.2%
5,5970.0%0.02%
-5.6%
Q4 2022$254,675
-5.0%
5,597
+15.1%
0.02%
-18.2%
Q1 2021$268,000
+3.9%
4,8620.0%0.02%0.0%
Q4 2020$258,000
+15.2%
4,8620.0%0.02%0.0%
Q3 2020$224,000
-32.7%
4,862
-36.8%
0.02%
-37.1%
Q2 2020$333,000
-76.5%
7,693
-79.5%
0.04%
-79.3%
Q1 2020$1,416,000
-23.0%
37,617
+0.5%
0.17%
-5.6%
Q4 2019$1,839,000
+6.7%
37,436
+0.1%
0.18%
+2.9%
Q3 2019$1,723,000
-9.9%
37,405
-8.5%
0.17%
-5.4%
Q2 2019$1,912,000
+1.0%
40,879
-0.2%
0.18%
-1.6%
Q1 2019$1,894,000
-10.3%
40,944
-18.6%
0.19%
-18.3%
Q4 2018$2,111,00050,3030.23%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders