Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$547,000
-32.6%
24,219
+0.3%
0.06%
-17.7%
Q4 2019$811,000
+7.3%
24,154
-1.7%
0.08%
+3.9%
Q3 2019$756,000
+0.1%
24,5810.0%0.08%
+4.1%
Q2 2019$755,000
-5.2%
24,581
-4.7%
0.07%
-6.4%
Q1 2019$796,000
+34.2%
25,801
+24.9%
0.08%
+21.9%
Q4 2018$593,00020,6500.06%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders